Universal Banker (Sat Required) - Harbour Pointe

Truist Bank•Midlothian, VA

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The banker creates a distinctive client experience through courteous interactions, processes standardized and more complex transactions, and educates clients about digital and self-service banking options. The role supports client outreach and sales, helps with new account openings and problem resolution, and follows internal controls, operational procedures, and risk management policies. The position also requires participation in branch leadership routines, training, and ongoing product and service learning. This is a regular position requiring English fluency and first-shift work. The posting identifies a Saturday requirement and states that weekends and/or extended hours may be required. The annual base salary is $45,760–$51,750, with additional incentive pay 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 the PC keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
English language fluency.

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

Provide a distinctive client experience through courteous conversation, client engagement, and standardized or complex transactions.
Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
Participate in client outreach through outbound calls, review client offers, identify needs and opportunities, and 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 established Truist Retail Community Bank Leadership Routines.
Advance product and individual knowledge by attending sales, service, and product knowledge meetings, training classes, 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, and offer applicable products and services to clients and prospects.
Handle a proportionate volume of work 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 full-time or part-time status
10 sick days, prorated
Paid holidays
Additional incentive pay
Depending on position and division, potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan