Universal Banker (Sat Required)-Spanish Preferred- Market & Mason

Truist Bank•Harrisonburg, VA

4d•$45,760 - $51,750

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling all assigned monies. 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) activities. The Universal Banker engages clients to provide a consistent service experience, performs standardized and more complex transactions (with assistance as necessary), and educates clients about digital and self-service banking solutions. The position supports client outreach and sales processes, helps connect clients with appropriate products, services, branch team members, or specialists, and serves as a secondary contact for new account openings and problem resolution. The role also requires participation in leadership routines and training, adherence to operational and risk policies, and the ability to support branch staffing needs, including travel for temporary assignments.

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 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 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.
Spanish language ability is preferred, as indicated in the job title.

Responsibilities

Provide a distinctive, consistent client experience through courteous engagement and completion of complex and standardized transactions; perform more complex transactions with assistance as necessary.
Educate clients about ATMs, Online Banking, and Mobile Banking and other self-service solutions.
Participate in client outreach, including outbound calls; check for client offers and identify client needs or opportunities, fulfilling needs or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in the established Truist Retail Community Bank Leadership Routines.
Develop 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; remain 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 full-time or part-time status
10 sick days, prorated
Paid holidays
Additional incentive pay
Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan