Universal Banker - Greater Richmond - Broad Street

Artis Senior Living; Richmond (VA); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Universal Banker to enhance client experiences in the Greater Richmond area. This role focuses on providing timely and efficient transaction completion while maintaining accurate records. The ideal candidate will support sales activities and assist with Integrated Relationship Management, ensuring clients receive personalized service. If you possess strong interpersonal skills and a passion for helping others navigate their financial needs, this opportunity could be the perfect fit for you. Join a team that values quality service and client satisfaction.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401k

Paid Time Off

Qualifications

• Two years of teller or client service experience required.
• Strong interpersonal and communication skills essential.

Responsibilities

• Provide a distinctive client experience and conduct transactions.
• Educate clients on digital banking solutions and support sales.

Skills

Interpersonal Skills

Communication Skills

Multitasking

Sales Experience

Client Relationship Management

Education

High School Diploma or Equivalent

Tools

Digital Banking Solutions

Computer Skills

Job description

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The position involves providing timely and efficient client transaction completion, maintaining accurate records, and delivering high-quality service by understanding clients' financial needs. The role includes supporting sales activities, outbound calling, and assisting with Integrated Relationship Management (IRM).

Essential Duties and Responsibilities

• Provide a distinctive client experience, conduct transactions, and uncover client needs.
• Educate clients on digital banking solutions.
• Support sales through outreach and referrals.
• Understand and support IRM processes.
• Participate in leadership routines and training.
• Adhere to policies, procedures, and risk management guidelines.
• Assist with new account openings and problem resolution.

Qualifications

Required

• High school diploma or equivalent
• Two years of teller or client service experience
• Six months of client relationship or sales experience
• Strong interpersonal and communication skills
• Proficiency in computer skills and multitasking

Preferred

• One year of client relationship or sales experience
• Knowledge of complex transactions and risk management

Benefits include medical, dental, vision, life insurance, 401k, paid time off, and more, with eligibility depending on employment status.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.