Universal Banker- Parkersburg South

Truist Bank • Parkersburg, WV

2d

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 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) activities.

The banker engages clients in courteous conversations, conducts standardized and more complex transactions, and uncovers needs. The role also educates clients about digital and self-service banking options, participates in client outreach and sales activities, and refers clients to appropriate team members or specialists when needed. It supports new account openings and problem resolution as a secondary contact, while following operational controls, procedures, and risk management policies.

The position requires participation in Truist’s Retail Community Bank Leadership Routines and ongoing sales, service, and product training. The banker may need to travel for temporary staffing needs, work weekends or extended hours, and occasionally travel overnight.

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 PC keyboard and software skills necessary for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel 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.

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 more complex transactions.
• Educate clients on digital and self-service options, including ATMs, online banking, and mobile banking.
• Participate in client outreach, including outbound calls; check for client offers and identify client needs or opportunities.
• Fulfill client needs or refer clients to appropriate branch team members or specialists.
• Support Integrated Relationship Management (IRM) and the delivery of Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance product and individual knowledge by attending sales, service, and product knowledge meetings and applicable training.
• 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, offering applicable products and services.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance, and 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, the role may also be eligible 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