Universal Banker - Lakeside

Truist Bank • Richmond, VA

1d

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 focus on outbound calling and Integrated Relationship Management (IRM).

The banker engages clients through courteous conversation, conducts standardized and more complex transactions, helps clients use digital and self-service banking options, and supports outreach and referrals. The role also supports account openings and problem resolution, participates in branch leadership routines and training, and follows operational controls, procedures, 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 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.
• 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 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

• Provide a distinctive client experience through courteous engagement and completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through outbound calls, checking for client offers, identifying client needs, and fulfilling or referring those needs.
• Apply Integrated Relationship Management (IRM) to connect clients with appropriate expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending meetings, training classes, 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, and offer appropriate products and services.

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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
• Additional incentive pay is available

What This Job Offers

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