Universal Banker - Petersburg

Truist Financial Corporation; Petersburg (VA); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to enhance customer experiences and support sales activities. In this role, you will engage with clients, conduct transactions, and identify their financial needs while adhering to operational procedures. You will also educate clients on digital banking solutions and support the Integrated Relationship Management process. This position offers a dynamic work environment where your skills in communication and client relationship building will shine, making a significant impact on customer satisfaction and retention.

Qualifications

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

Responsibilities

• Provide a distinctive client experience through courteous interactions.
• Support sales through outbound calls and client engagement.

Skills

Interpersonal Skills

Communication Skills

PC Proficiency

Microsoft Office

Multi-tasking

Education

High School Diploma

Tools

Branch Automation Software

Digital Banking Solutions

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. 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. Handle complex transactions with assistance as needed.
2. Educate clients on digital and self-service solutions like ATMs, Online, and Mobile banking.
3. Support the sales process through outbound calls, checking for client offers, and identifying needs or opportunities to refer clients to appropriate team members.
4. Understand and support the IRM process to deliver tailored solutions for 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 relevant products and services.

Qualifications

Required:

• 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
• Proficiency in PC and software skills necessary for branch automation
• Ability to multi-task and work under time constraints
• Proficiency in Microsoft Office
• Ability to travel and work weekends or extended hours as needed

Preferred:

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