Universal Banker (Saturday Required) - Potomac Run

Truist Bank•Sterling, VA

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 Universal Banker is cross-trained to support sales and service activities, with an emphasis on outbound calling and Integrated Relationship Management (IRM). The role provides a distinctive client experience through courteous engagement and the handling of both standardized and more complex transactions. It also educates clients about digital and self-service banking options, participates in client outreach and sales support, and helps connect clients with appropriate branch team members or specialists. The position supports new account openings and problem resolution as a secondary contact, while following operational controls, procedures, and risk management policies. The position is regular, requires English fluency, and is scheduled for first shift. The annual base salary is $45,760–$54,500. The job title specifies Saturday as required, and the description also requires availability to work weekends and/or extended hours.

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.
Proficiency in basic computer applications, such as Microsoft Office 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.
English 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

Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned funds.
Engage clients courteously, provide a consistent service experience, conduct standardized and complex transactions, and identify client needs.
Educate clients about ATMs, online banking, and mobile banking.
Support team sales efforts through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and making referrals to branch team members or specialists.
Apply Integrated Relationship Management (IRM) to deliver relevant Truist expertise and solutions to clients.
Participate in Truist Retail Community Bank Leadership Routines.
Develop individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk management policies; 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 as applicable
10 sick days, prorated as applicable
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division