Client-Driven Universal Banker: Grow Relationships & Banking Tech

Truist Wealth; Leesburg (VA); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and holidays

Sick days

Pension options / other retirement

Job summary

Truist Wealth in Leesburg, VA seeks a Universal Banker to deliver a distinctive client experience and handle diverse transactions. You will educate clients on digital banking, support the sales process and uncover opportunities for branch teams. This role emphasizes relationship building and adherence to risk controls.

Regular work with potential weekend/extended hours, travel as needed, and participation in training programs are expected to ensure superior service and growth at Truist Wealth.

Qualifications

• High school diploma or equivalent is required.
• 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 clients and prospects.
• Proficient PC keyboard and office software for branch automation.
• Ability to multi-task under time constraints and adapt to branch needs.

Responsibilities

• Provide a distinctive client experience with courteous conversations and transactions.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales by outbound calls and identifying client needs.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Adhere to controls, procedures and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal communication

Customer service

Multi-tasking

PC skills (Office)

Sales experience

Relationship building

Travel availability

Education

High school diploma or equivalent

Job description

Truist Wealth in Leesburg, VA seeks a Universal Banker to deliver a distinctive client experience and handle diverse transactions. You will educate clients on digital banking, support the sales process and uncover opportunities for branch teams. This role emphasizes relationship building and adherence to risk controls.

Regular work with potential weekend/extended hours, travel as needed, and participation in training programs are expected to ensure superior service and growth at Truist Wealth.