Universal Banker - East Falls Church
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 particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients through courteous conversation, handles standardized and more complex transactions, and educates clients about digital and self-service banking options. The role supports outreach and sales processes, refers clients to appropriate team members or specialists, and serves as a secondary contact for new account openings and problem resolution. The position requires adherence to operational controls, procedures, and risk management policies, as well as participation in training and branch leadership routines.
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 for temporary staffing needs, including temporary assignment or location changes.
- Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
- English language fluency is required.
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 client outreach and outbound calls, checking for client offers, identifying needs, fulfilling those needs, or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending meetings and required 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, offer applicable products and services, and handle a proportionate volume of work based on branch demands.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Tax-preferred savings accounts
- 401(k) plan
- Vacation time
- Sick days
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
