Universal Banker - Chippenham

Artis Senior Living; Richmond (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company in financial services is seeking a Universal Banker to provide exceptional client experiences and assist with various banking transactions. The role involves educating clients on digital banking solutions and supporting sales processes. Ideal candidates will have strong interpersonal skills and a background in client service or sales. This position offers comprehensive benefits and opportunities for professional growth.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Sick Days

Holidays

Qualifications

• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.

Responsibilities

• Provide timely and efficient completion of client transactions.
• Educate clients on digital, self-service solutions.
• Support team sales process through client outreach.

Skills

Interpersonal Skills

Communication Skills

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

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Regular or Temporary

Regular

Language Fluency: English (Required)

Work Shift

1st shift (United States of America)

Please Review The Following Job Description

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stay informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handle proportionate volume of work based on branch demands.

Qualifications

Required 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, 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

Preferred Qualifications

• One year of client relationship building or sales experience
• Knowledge of advanced or complex branch transactions, risk management and loss prevention
• Experience with sourcing and prospecting for new clients and client relationship building
• General understanding of bank operations, policies and procedures

Benefits include medical, dental, vision, life insurance, disability, tax-preferred savings accounts, 401k, paid vacation, sick days, holidays, and other perks. Truist is an Equal Opportunity Employer and a Drug-Free Workplace. For more info, visit our Benefits site.