Universal Banker - Petersburg

Artis Senior Living; Petersburg (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company is seeking a Universal Banker in Petersburg, Virginia. The role focuses on providing exceptional client service, managing transactions, and supporting sales activities. Candidates should have a high school diploma and relevant experience in client service or sales. Benefits include medical, dental, and retirement plans.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k

Paid Vacation

Sick Leave

Holidays

Qualifications

• Two years of teller or client service experience.
• Six months of relationship building or sales experience.

Responsibilities

• Provide exceptional client experience through courteous interactions.
• Educate clients on digital and self-service banking solutions.
• Support sales through outreach and client needs assessment.

Skills

Communication

Client Service

Sales

Education

High school diploma or equivalent

Tools

Computer Applications

Job description

Join to apply for the Universal Banker - Petersburg role at Artis Senior Living.

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Join to apply for the Universal Banker - Petersburg role at Artis Senior Living.

The position involves providing timely and efficient client transaction completion, maintaining accurate records, and handling all monies properly. Deliver high-quality service by understanding clients' financial needs. Support sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM).

Essential Duties and Responsibilities

• Provide exceptional client experience through courteous interactions, conducting transactions, and uncovering client needs.
• Educate clients on digital and self-service banking solutions to improve their banking experience.
• Support sales through outreach, client needs assessment, and referrals.
• Understand and support IRM to deliver tailored solutions.
• Participate in leadership routines and ongoing training to enhance product knowledge.
• Adhere to internal controls, operational procedures, and policies.
• Serve as secondary contact for new account openings and issue resolution, managing workload based on branch demands.

Qualifications

Required:

• High school diploma or equivalent
• Two years of teller or client service experience
• Six months of relationship building or sales experience
• Excellent communication skills
• Proficiency in computer applications
• Ability to travel and work extended hours including weekends

Preferred:

• One year of relationship or sales experience
• Knowledge of complex transactions and risk management
• Experience in sourcing and prospecting clients

Benefits

Eligible employees receive medical, dental, vision, life insurance, disability, savings plans, 401k, paid vacation, sick leave, and holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on eligibility.

Additional Information

Truist is an Equal Opportunity Employer and a Drug-Free Workplace. Employment details include seniority level, employment type, and job function, primarily in finance and accounting industries.