Client-Focused Banker II: Service, Sales & IRM

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

Job summary

Truist Bank in the United States is seeking a Universal Banker to provide timely and accurate client transactions, maintain records, and deliver superior service while uncovering client financial needs. You will support outbound calling and Integrated Relationship Management activities and collaborate with branch teams to meet client goals.

The role requires high school diploma, teller or cash handling and sales experience, strong interpersonal skills, and the ability to multi-task.

Qualifications

• High school diploma or equivalent education.
• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience with courteous conversation and handle complex and standardized transactions.
• Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
• Support team sales by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines and training.
• Adhere to internal controls, procedures and risk management policies.

Skills

Teller experience

Customer service

Sales experience

Interpersonal communication

PC skills

Multi-tasking

Microsoft Office

Travel flexibility

Weekend/extended hours

Education

High school diploma or equivalent

Tools

Branch automation software

Microsoft Office

Job description

Truist Bank in the United States is seeking a Universal Banker to provide timely and accurate client transactions, maintain records, and deliver superior service while uncovering client financial needs. You will support outbound calling and Integrated Relationship Management activities and collaborate with branch teams to meet client goals.

The role requires high school diploma, teller or cash handling and sales experience, strong interpersonal skills, and the ability to multi-task.