Universal Banker - DC Alexandria & Arlington Area Saturday Required

Truist Bank•Alexandria, VA

32d•$45,760 - $54,500

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. 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 engages clients in courteous conversation, completes standardized and more complex transactions (seeking assistance as necessary), and educates clients about digital and self-service banking options. The role supports outreach and sales activities, helps identify client needs and opportunities, and refers clients to appropriate branch team members or specialists. It also participates in Truist Retail Community Bank Leadership Routines and ongoing training, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. The position is in the DC Alexandria and Arlington area and requires Saturday availability.

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 with basic computer applications, such as Microsoft Office.
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 overnights may be included.
Saturday availability 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 and completion of complex and standardized transactions; seek assistance as needed for more complex transactions.
Educate clients on ATMs, online banking, mobile banking, and other digital self-service solutions.
Participate in client outreach, including outbound calls; check for client offers, identify client needs or opportunities, fulfill needs when appropriate, and refer clients to branch team members or specialists as needed.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Attend sales, service, product-knowledge meetings, training classes, and web-based learning to advance individual and product knowledge.
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, offer relevant products and services, and handle a proportionate workload based on branch demands.
Maintain accurate records and properly handle assigned monies.

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
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division