Universal Banker (Sat Required) - Smith Mountain Lake

Truist Bank•Hardy, VA

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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, especially outbound calling and Integrated Relationship Management (IRM) activities. The position engages clients in courteous conversations, completes standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. It supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and applicable training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The annual base salary is $45,760–$51,250, with additional incentive pay available. The posting identifies the position as regular and requires Saturday work; the schedule is 1st shift. Eligible regular teammates working at least 20 hours per week may qualify for benefits, subject to plan and division eligibility.

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 necessary 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 requirements, 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 promptly and efficiently, maintain accurate records, and properly handle assigned funds.
Provide a distinctive client experience through courteous engagement, uncovering client needs, and completing standardized and more complex transactions, with assistance as needed.
Educate clients on digital and self-service solutions, including ATMs and online and mobile banking.
Support team sales through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management (IRM) to deliver relevant expertise and solutions for clients’ needs.
Participate in Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, product knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk management policies, and stay informed of policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a workload proportionate to branch demands.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
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
Additional incentive pay is available
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