Senior Universal Banker: Elevating Client Experience

Crump Life Insurance Svcs Inc; Gloucester Point (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision care

401k plan

Paid vacation

Job summary

Truist Financial Corporation is seeking a Universal Banker to deliver a consistent client experience across transactions and advisory services. You will guide clients through digital banking options and assist in sales outreach to identify needs and opportunities.

The role requires a high school diploma, 2 years in teller/client service, and strong communication; weekly schedules may include weekends and extended hours. Comprehensive benefits are provided.

Qualifications

• Excellent interpersonal and communication skills.
• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficient in basic computer applications such as Microsoft Office.

Responsibilities

• Provide a distinctive client experience and ensure consistent service levels.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales through outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines and training.
• Adhere to policies and risk management; stay informed of changes.

Skills

Interpersonal communication

Client service experience

PC skills

Multi-tasking

Microsoft Office

Travel flexibility

Weekend hours availability

Sales experience

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Universal Banker to deliver a consistent client experience across transactions and advisory services. You will guide clients through digital banking options and assist in sales outreach to identify needs and opportunities.

The role requires a high school diploma, 2 years in teller/client service, and strong communication; weekly schedules may include weekends and extended hours. Comprehensive benefits are provided.