Client-Focused Universal Banker II — Growth & Service

Truist Wealth

Virginia Beach (VA)

On-site

USD 46,000 - 52,000

Full time

5 days ago
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Job summary

Truist Financial Corporation is seeking a Universal Banker to provide timely client transactions and excellent service, while identifying client needs and educating on digital solutions. The role supports sales activities, IRM integration, and ongoing training to expand product knowledge in a branch setting.

The position requires a high school diploma, cash handling or teller experience, and strong communication skills. Weekend hours and travel may be required as part of staffing needs.

Qualifications

  • High school diploma or equivalent
  • Two years teller or cash handling or client service experience
  • Six months of client relationship building or sales experience
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
  • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
  • Ability to multi-task under time constraints
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Responsibilities

  • Provide a distinctive client experience by engaging clients with courteous conversation and handling transactions accurately
  • Educate clients on digital and self-service banking options
  • Support sales by outbound client outreach and identifying client needs
  • Understand Integrated Relationship Management (IRM) and deliver banking solutions
  • Participate in branch leadership routines and team activities
  • Attend training to expand product knowledge and service capabilities
  • Adhere to policies and risk management guidelines
  • Serve as secondary contact for new account openings and issue resolution

Skills

Interpersonal communication
Client relationship building
Sales experience
Multi-tasking
Outbound calling
Ability to travel

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Universal Banker to provide timely client transactions and excellent service, while identifying client needs and educating on digital solutions. The role supports sales activities, IRM integration, and ongoing training to expand product knowledge in a branch setting.

The position requires a high school diploma, cash handling or teller experience, and strong communication skills. Weekend hours and travel may be required as part of staffing needs.

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