Universal Banker (Sat Required) - Breckenridge Center

Truist Bank • Chester, VA

3d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM).

The Universal Banker engages clients in courteous conversations, conducts standardized and more complex transactions, and helps clients use digital and self-service banking solutions. The role also supports client outreach, identifies needs and opportunities, refers clients to appropriate branch team members or specialists, and serves as a secondary contact for new account openings and problem resolution. The position requires adherence to operational controls, procedures, and risk management policies, as well as participation in branch leadership routines and ongoing training.

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 and a desire to interact with clients and prospects.
• Ability to master 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 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 overnight stays 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

• Provide a distinctive, consistent client experience through courteous engagement, transaction processing, and identifying client needs.
• Conduct standardized and more complex transactions, seeking assistance as necessary.
• Educate clients about ATMs, online banking, and mobile banking.
• Participate in client outreach, including outbound calls, checking for client offers, identifying needs, and fulfilling needs or making referrals.
• Support Integrated Relationship Management (IRM) and delivery of appropriate solutions for clients.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending 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, offering relevant products and services.
• 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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