Universal Banker - Broad & Libbie

Truist Bank•Richmond, VA

11d•Onsite

About The Position

The Universal Banker position involves completing client transactions efficiently and accurately while maintaining proper money handling. This role requires delivering superior client service, identifying client financial needs, and supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position is a regular, full-time role with a 1st shift work schedule and requires English fluency.

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, with a desire to interact with clients and prospects
Ability to master personal computer (PC) keyboard and software skills for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes
Ability to work weekends and/or extended hours, with occasional travel and overnights potentially 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 with sourcing and prospecting for new clients and client relationship building
General understanding of bank operations, policies, and procedures

Responsibilities

Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering client needs.
Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
Support the team sales process through outbound calls, checking for client offers, identifying needs or opportunities, and referring clients to appropriate specialists.
Understand and apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge by attending meetings and training classes.
Adhere to internal controls, operational procedures, and risk management policies, staying informed of 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 insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
Vacation days (no less than 10 days, prorated)
Sick days (10 days, prorated)
Paid holidays
Potential eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.