Universal Banker (Saturday Required) - DC South Fairfax Area
About The Position
The Universal Banker position involves providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies. The role requires delivering superior quality service, identifying and understanding client financial needs, and being cross-trained to support sales and service activities. A key focus is assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. The position requires a commitment to advancing individual and product knowledge to better serve consumer and business clients through participation in meetings and training. Adherence to internal controls, operational procedures, and risk management policies is essential. The Universal Banker also serves as a secondary contact for new account openings and problem resolution, offering applicable products and services.
Requirements
- High school diploma or equivalent education
- Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with 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 with sourcing and prospecting for new clients and client relationship building
- General understanding of bank operations, policies and procedures
Responsibilities
- Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering needs.
- Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
- Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
- Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
- Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes.
- Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation time (no less than 10 days)
- Sick days (10 days)
- Paid holidays
- Defined benefit pension plan (potential)
- Restricted stock units (potential)
- Deferred compensation plan (potential)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
