Universal Banker - Oaklawn

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

Job summary

A leading financial institution in Franklin, Virginia is seeking a client-focused professional to enhance customer experience through efficient transaction handling and client relationship management. The role requires strong interpersonal skills and a commitment to service excellence. Eligible candidates will benefit from a comprehensive benefits package, including medical, dental, and retirement plans, along with paid time off. This position offers a dynamic work environment with opportunities for growth and development.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Sick Days

Paid Holidays

Qualifications

• Two years of teller, 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 process through client outreach.

Skills

Interpersonal Skills

Communication Skills

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 103

Please review the following 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 by 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

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.

1. Provide a distinctive client experience to ensure consistent service by engaging clients with smiling, facilitating 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 to enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying needs or opportunities, referring clients to the appropriate team members or specialists.
4. Understand the importance of IRM to seamlessly deliver Truist expertise and solutions tailored to clients’ needs.
5. Participate in all components of Truist Retail Community Bank Leadership Routines.
6. Advance individual and product knowledge by attending sales, service, and product training sessions, including web-based learning.
7. Adhere to internal controls and policies to ensure compliance with current guidelines and stay informed of changes.
8. Serve as secondary contact for new account openings and resolving issues, offering applicable products and services, handling work proportionate to branch demands.

QUALIFICATIONS

Required Qualifications:

• High school diploma or equivalent
• Two years of teller, cash handling, or client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Ability to master PC keyboard and software for branch automation
• Ability to multi-task under time constraints
• Proficiency in basic computer applications like Microsoft Office
• Ability to travel for staffing needs, including temporary or locale changes
• Availability to work weekends and extended hours, with occasional travel and overnights

Preferred Qualifications:

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

Benefits

Eligible employees working 20+ hours/week may receive benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401k plan. New employees receive a minimum of 10 days of vacation (prorated), 10 sick days, and paid holidays. Additional benefits may include a pension plan, restricted stock units, and deferred compensation, depending on the position and division. More details will be provided during the hiring process.