Universal Banker- Charleston Area

Truist•South Charleston, WV

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 particular focus on outbound calling and Integrated Relationship Management (IRM). The banker creates a distinctive client experience by conducting standard and complex transactions, educating clients about digital and self-service banking options, and participating in client outreach. The role supports the branch sales process by identifying needs and opportunities, fulfilling them when appropriate, or referring clients to branch teammates or specialists. It also supports new account openings and problem resolution, follows operational and risk policies, and develops product knowledge through meetings and training. The role may require travel to meet temporary staffing needs and work on weekends 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.
Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel as needed to accommodate temporary staffing requirements.
Ability to work weekends and/or extended hours; occasional travel and overnights 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 promptly and efficiently, maintain accurate records, and properly handle assigned funds.
Engage clients in courteous conversations, uncover their needs, and conduct standardized and complex transactions, requesting assistance when necessary.
Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support sales through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, and fulfilling or referring those needs appropriately.
Support Integrated Relationship Management (IRM) and the delivery of Truist expertise and solutions for clients’ needs.
Participate in Truist Retail Community Bank Leadership Routines.
Develop 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, and stay informed about policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demand.
Travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.

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
Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan