Universal Banker (Sat Required) - West Piedmont Area - Ruckersville
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) activities. The banker engages clients in courteous conversations, handles standardized and more complex transactions (with assistance when needed), and educates clients about digital and self-service banking solutions. The role supports client outreach and sales efforts, refers clients to appropriate branch team members or specialists, participates in established retail community bank leadership routines, and develops product knowledge through meetings and training. It also follows operational controls and risk management policies and serves as a secondary contact for new account openings and problem resolution. Work volume varies according to branch demands.
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.
- Proficiency in basic computer applications, such as Microsoft Office software.
- 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 is required.
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 engagement, client-needs discovery, and completion of standardized and complex transactions.
- Educate clients about ATMs, online banking, mobile banking, and other digital or self-service solutions.
- Support sales through client outreach and outbound calls, checking for client offers, identifying needs, and fulfilling or referring opportunities.
- Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
- Follow internal controls, operational procedures, risk management policies, and current compliance guidelines.
- Serve as a secondary contact for new account openings and problem resolution, and offer applicable 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
- The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
