Universal Banker- Wheeling

Truist Bank • Wheeling, WV

7d

About The Position

The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles 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, conducts standardized and more complex transactions, educates clients about digital and self-service banking options, and participates in outreach and referrals. The position also supports new account openings and problem resolution, follows operational and risk controls, and maintains knowledge through meetings and training.

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.
• 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.

Responsibilities

• Deliver a distinctive and consistent client experience through courteous engagement, conversation, needs discovery, and completion of standardized and complex transactions.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs, fulfilling them, or referring clients to appropriate branch teammates or specialists.
• Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance 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; 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 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 a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED