Universal Banker II — Growth & Client Relationships

Truist; Lynchburg (VA); On-site; USD 46,000 - 51,000; Full time

Job summary

Truist Wealth in Lynchburg, VA is seeking a Universal Banker to provide a distinctive client experience, handling complex and standard transactions, and uncovering client needs. You will educate clients on digital banking tools and support sales through outbound outreach.

Collaborating with branch teams to deliver Truist expertise, you may work weekends and occasional travel to accommodate staffing needs while advancing product knowledge and ensuring adherence to policies.

Qualifications

• High school diploma or equivalent required.
• Two years teller/cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to use PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (MS Office).
• Willingness to travel for temporary staffing or locale changes.
• Ability to work weekends and/or extended hours with possible travel/overnights.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions.
• Educate clients on digital/self-service solutions (ATMs, Online/Mobile banking).
• Support sales through outbound calls and outbound outreach.
• Understand and communicate Integrated Relationship Management (IRM) solutions.
• Participate in leadership routines and training sessions.
• Advance product knowledge to better serve clients and prospects.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Client service

Communication

Sales

Relationship building

Multitasking

Interpersonal skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Lynchburg, VA is seeking a Universal Banker to provide a distinctive client experience, handling complex and standard transactions, and uncovering client needs. You will educate clients on digital banking tools and support sales through outbound outreach.

Collaborating with branch teams to deliver Truist expertise, you may work weekends and occasional travel to accommodate staffing needs while advancing product knowledge and ensuring adherence to policies.