Client-Focused Universal Banker & Banking Solutions

Crump Life Insurance Svcs Inc; Springfield (VA); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Truist Financial Corporation in Virginia seeks a Universal Banker to provide a distinctive client experience, handle routine and complex transactions, and educate clients on digital tools. You will support outbound calls and Integrated Relationship Management activities, contributing to sales and service goals.

Responsibilities include facilitating strong client relationships, adhering to controls, and assisting with new accounts.

Qualifications

• 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.
• Ability to use PC keyboard and software for branch automation.
• Willingness to travel for temporary staffing needs.
• Weekend and extended hours availability with possible travel.

Responsibilities

• Provide a distinctive client experience with courteous dialogue and accurate transactions.
• Educate clients on digital self-service and online banking options.
• Support sales by outbound client outreach and identifying needs.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in leadership routines and training.
• Adhere to controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal communication

PC keyboard skills

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Virginia seeks a Universal Banker to provide a distinctive client experience, handle routine and complex transactions, and educate clients on digital tools. You will support outbound calls and Integrated Relationship Management activities, contributing to sales and service goals.

Responsibilities include facilitating strong client relationships, adhering to controls, and assisting with new accounts.