Universal Banker- Charleston Area

Truist Bank•South Charleston, WV

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers quality client service by identifying and understanding financial needs, and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM). The banker engages clients, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking solutions. The role supports outreach and sales efforts, refers clients to appropriate team members or specialists, participates in Truist Retail Community Bank Leadership Routines and relevant training, and follows operational controls and risk-management policies. The position also serves as a secondary contact for new account openings and problem resolution. The position is regular and requires English fluency. The listed shift is first shift. Employees may need to work weekends or extended hours and travel to accommodate temporary staffing needs, potentially including temporary assignment or locale changes and occasional overnights.

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 personal computer 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 required 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.

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 and consistent client experience through courteous engagement, conversation, and completion of complex and standardized transactions while identifying client needs.
Perform more complex transactions with assistance as necessary.
Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support team sales activities through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Build individual and product knowledge by attending sales, service, and product knowledge meetings and applicable 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, and offer applicable products and services to clients and prospects.
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 first-year vacation, 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.