Client-Driven Universal Banker | Banking Solutions & Growth

Truist; Dillwyn (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid holidays

Vacation days

Job summary

Truist in Dillwyn, Virginia, seeks a Universal Banker to provide timely client service, process transactions, and support sales and Integrated Relationship Management (IRM) activities. You will engage clients, educate on digital banking, and contribute to a seamless service experience.

The role emphasizes outbound outreach, branch collaboration, compliance with internal controls, and continuous product knowledge through trainings.

Qualifications

• Excellent interpersonal and communication skills.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing as needed.

Responsibilities

• Provide a distinctive client experience while handling complex and standard transactions.
• Educate clients on digital banking and self-service options.
• Support sales via outbound calls and referrals to branch teams.
• Understand Integrated Relationship Management (IRM) and deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Maintain up-to-date knowledge of policies and risk management.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal communication

Multi-tasking

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Dillwyn, Virginia, seeks a Universal Banker to provide timely client service, process transactions, and support sales and Integrated Relationship Management (IRM) activities. You will engage clients, educate on digital banking, and contribute to a seamless service experience.

The role emphasizes outbound outreach, branch collaboration, compliance with internal controls, and continuous product knowledge through trainings.