Universal Banker (Sat Required) - Palmyra

Truist Bank • Palmyra, VA

5d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The banker engages clients in courteous conversations, handles standardized and more complex transactions, and educates clients about digital and self-service banking solutions. The position supports client outreach, identifies needs and opportunities, refers clients to appropriate team members or specialists, and serves as a secondary contact for new account openings and problem resolution. The banker also participates in branch leadership routines and training, maintains product knowledge, and follows operational controls, procedures, and risk management policies.

This is a regular position with a required first shift and Saturday availability. The annual base salary is $45,760–$51,750, with additional incentive pay available. Eligible regular teammates working 20 or more hours per week may receive benefits, including medical, dental, vision, life and disability insurance, tax-preferred savings accounts, a 401(k) plan, vacation and sick days, and paid holidays. Depending on position and division, other plans may be available.

Requirements

• High school diploma or equivalent education.
• Two years of teller, cash handling, or client service experience.
• Six months of client relationship-building or sales experience.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software skills necessary for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnights may be included.

Nice To Haves

• One year of client relationship-building or sales experience.
• Knowledge of advanced or complex branch transactions, risk management, and loss prevention.
• Experience sourcing and prospecting for new clients and building client relationships.
• General understanding of bank operations, policies, and procedures.

Responsibilities

• Complete client transactions promptly and efficiently, maintain accurate records, and properly handle assigned monies.
• Deliver a distinctive and consistent client experience through courteous engagement, transaction processing, and identification of client needs.
• Educate clients on ATMs and online and mobile banking self-service solutions.
• Support sales through client outreach and outbound calls, check for client offers, identify client needs or opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and employment status
• 10 sick days, prorated
• Paid holidays
• Potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED