Universal Banker (Saturdays Required) - Oaklawn

Truist•Hopewell, VA

5d•$45,760 - $51,750

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 a focus on outbound calling and Integrated Relationship Management (IRM). The position is based at Oaklawn and requires Saturday work. The Universal Banker provides a distinctive client experience through courteous conversation and completion of standardized and complex transactions, with assistance as needed. The role educates clients about ATMs, online banking, and mobile banking; participates in outreach and referrals; supports IRM; and takes part in Truist Retail Community Bank Leadership Routines and required learning. The banker follows internal controls, operational procedures, and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. Work volume varies with branch demand.

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 products.
Ability to travel as required 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

Complete client transactions accurately and efficiently, maintaining records and properly handling assigned funds.
Engage clients courteously, provide consistent service, conduct standardized and complex transactions, and uncover client needs.
Educate clients about ATMs and online and mobile banking self-service options.
Participate in client outreach, including outbound calls; check for client offers; identify needs and opportunities; fulfill needs or refer clients to appropriate branch team members or specialists.
Support Integrated Relationship Management (IRM) to deliver suitable Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance product and individual knowledge by attending sales, service, and product-knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk-management policies, and remain informed of 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 based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Additional incentive pay is available
Depending on position and division, the role may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan