Universal Banker- Charleston Area

Truist Bank • Charleston, WV

3d

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 particular emphasis on outbound client calling and Integrated Relationship Management (IRM).

The position engages clients, conducts standardized and more complex transactions, educates clients about digital and self-service banking options, and supports outreach and sales efforts. It also helps with new account openings and problem resolution, follows operational and risk-management controls, and participates in required training and branch routines. English fluency is required. The position is regular and works first shift.

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 needed 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, consistent client experience through courteous engagement, conversation, and completion of standardized and complex transactions; obtain assistance for complex transactions as needed.
• Educate clients about ATMs, online banking, and mobile banking to make banking easier and improve their service experience.
• Support team sales processes through outbound calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management principles to 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, 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 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 vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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