Universal Banker- The Square

Truist•Bridgeport, WV

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 a particular focus on outbound calling and Integrated Relationship Management (IRM). The position engages clients to provide a consistent service experience, conducts standardized and more complex transactions (with assistance as necessary), and educates clients about digital and self-service banking options. It supports outreach, identifies client needs and opportunities, refers clients to appropriate team members or specialists, and serves as a secondary contact for new account openings and problem resolution. The role also follows branch leadership routines, develops product knowledge, and adheres to operational controls and risk-management policies.

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, including a desire to interact with clients and prospects.
Ability to master the personal computer 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 needs, including temporary assignment or locale changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
English language fluency is required.

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

Provide a distinctive client experience through courteous engagement, conversation, and standardized or complex transactions; uncover client needs and obtain assistance with complex transactions as necessary.
Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support the sales process through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or making referrals to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings, applicable training classes, and web-based learning.
Follow internal controls, operational procedures, and risk-management policies; stay informed of policy and procedure changes to maintain compliance.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and 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
The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division