Universal Banker - Greater Richmond - Broad Street

Truist Financial; Richmond (VA); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading financial institution is seeking a dedicated Client Service Representative to enhance client experiences through effective transactions and relationship building. The role involves educating clients on banking solutions and supporting sales initiatives. Candidates should possess strong communication skills and a high school diploma, with prior experience in client services preferred. Join a dynamic team committed to delivering exceptional service and tailored financial solutions.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Vacation Days

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 a distinctive client experience and conduct transactions.
• Educate clients on digital banking solutions.
• Support team sales through client outreach.

Skills

Interpersonal Skills

Communication Skills

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office

Job description

Job Description

Provide timely and efficient completion of client transactions while maintaining accurate records and 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 focus on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities

1. Provide a distinctive client experience by engaging clients with courteous conversation, conducting transactions, and uncovering needs. Perform complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
3. Support team sales by participating in client outreach through outbound calls, checking for client offers, and identifying needs or opportunities, referring clients to appropriate team members.
4. Understand and support the importance of IRM to deliver tailored solutions to clients.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Enhance individual and product knowledge through training and meetings.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.

Qualifications

Required:

• High school diploma or equivalent
• 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
• Proficiency with PC and software necessary for branch automation
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office
• Ability to travel for staffing needs, including temporary assignments or locale changes
• Availability to work weekends and extended hours

Preferred:

• One year of client relationship building or sales experience
• Knowledge of complex branch transactions and risk management
• Experience sourcing and prospecting for new clients
• Understanding of bank operations and policies

Benefits

Eligible employees working 20+ hours/week qualify for benefits including medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Additional benefits such as vacation, sick days, holidays, and possibly pension plans, restricted stock units, or deferred compensation may apply depending on the position and division. For details, visit our Benefits site.

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