Client-Focused Banker: Transactions & Outreach

Truist

Mechanicsville (VA)

On-site

USD 46,000 - 52,000

Full time

6 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Medical benefits
401k plan
Paid time off

Job summary

Truist in Mechanicsville, VA is seeking a Universal Banker to provide a distinctive client experience and handle transactions with accuracy. The role focuses on delivering digital solutions, outbound calling, and Integrated Relationship Management (IRM) to meet clients' financial needs.

The position requires a high school diploma, 2 years of teller/sales experience, strong communication, and PC skills. Weekend and extended hours may be required, with travel as needed.

Qualifications

  • High school diploma or equivalent education.
  • Two years of teller or cash handling or client service experience.
  • Excellent interpersonal and communication skills.

Responsibilities

  • Provide a distinctive client experience and execute complex/standardized transactions.
  • Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
  • Support sales through outbound outreach and IRM opportunities.
  • Adhere to policies and risk management; participate in training.

Skills

Interpersonal skills
Communication skills
Multitasking
PC skills
Customer service

Education

High school diploma or equivalent

Job description

Truist in Mechanicsville, VA is seeking a Universal Banker to provide a distinctive client experience and handle transactions with accuracy. The role focuses on delivering digital solutions, outbound calling, and Integrated Relationship Management (IRM) to meet clients' financial needs.

The position requires a high school diploma, 2 years of teller/sales experience, strong communication, and PC skills. Weekend and extended hours may be required, with travel as needed.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Services Banker: Transactions, Outreach & IRM
Client Services Banker: Transactions, Outreach & IRM

Truist • Mechanicsville (VA)

On-site
USD 30,000 - 34,000
Medical benefits
Dental benefits
Vision benefits
+7
Client Banking Specialist
Client Banking Specialist

Truist • Hillsville (VA)

On-site
USD 46,000 - 51,000
Client-Focused Universal Banker & Relationship Builder
Client-Focused Universal Banker & Relationship Builder

Truist • Richmond (VA)

On-site
USD 30,000 - 34,000
Medical benefits
Dental benefits
401k plan
+2
Client Relations Banker — Service & Sales Pro
Client Relations Banker — Service & Sales Pro

Truist • Lynchburg (VA)

On-site
USD 46,000 - 51,000
Medical insurance
Dental insurance
Vision insurance
+4
Client-Focused Universal Banker
Client-Focused Universal Banker

Truist • Virginia (MN)

On-site
USD 46,000 - 52,000
Health insurance
Dental insurance
Vision insurance
+2
Client-Focused Banking Specialist & Relationship Builder
Client-Focused Banking Specialist & Relationship Builder

Truist • Wise (VA)

On-site
USD 46,000 - 51,000
Medical, dental, vision benefits
401(k) plan
Vacation and sick days
Client-Focused Banker & Relationship Specialist
Client-Focused Banker & Relationship Specialist

Truist • Chantilly (VA)

On-site
USD 30,000 - 36,000
Client-Focused Universal Banker & Relationship Specialist
Client-Focused Universal Banker & Relationship Specialist

Truist • Richmond (VA)

On-site
USD 46,000 - 52,000
Medical insurance
Dental insurance
Vision insurance
+6
Client-Focused Banking & Relationship Specialist
Client-Focused Banking & Relationship Specialist

Truist • Richmond (VA)

On-site
USD 30,000 - 34,000
Health insurance
401k plan
Paid time off
+1
Client-Driven Universal Banker | Banking Solutions & Growth
Client-Driven Universal Banker | Banking Solutions & Growth

Truist • Dillwyn (VA)

On-site
USD 46,000 - 52,000
Medical insurance
Dental insurance
401(k) plan
+2