Universal Banker II (Sat Required) - Shenandoah Valley Area – Roanoke – Orange Avenue
Regular, full-time position requiring English fluency. Work shift is 1st shift (United States). Role involves providing timely client transactions, maintaining accurate records, delivering superior service, and supporting sales and Integrated Relationship Management (IRM) activities including outbound calling.
Responsibilities
- Provide a distinctive client experience: engage clients courteously, conduct complex and standardized transactions, uncover financial needs.
- Perform more complex transactions with assistance as necessary.
- Educate clients on digital and self-service solutions (ATMs, Online and Mobile banking).
- Support team sales process through outbound calls, checking client offers, identifying needs, and referring to appropriate branch team members or specialists.
- Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
- Participate fully in Truist Retail Community Bank Leadership Routines.
- Advance individual and product knowledge via sales, service, and product training meetings, classes, and web-based learning.
- Adhere to internal controls, operational procedures, and risk management policies; stay informed of policy changes.
- Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.
- Handle proportionate work volume based on branch demands.
Requirements
- 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 with a desire to interact with clients and prospects.
- Ability to master PC keyboard and software skills for branch automation.
- Ability to multi-task under time constraints.
- Demonstrated proficiency in basic computer applications (e.g., Microsoft Office).
- Ability to travel for temporary staffing needs, including temporary assignment or locale changes.
- Ability to work weekends and/or extended hours; occasional travel and overnights may be required.
Preferred Qualifications
- One year of client relationship building or sales experience.
- Knowledge of advanced or complex branch transactions, risk management, and loss prevention.
- Experience with sourcing and prospecting for new clients and client relationship building.
- General understanding of bank operations, policies, and procedures.
Pay
Annual base salary: $45,760–$51,250. Additional incentive pay is available.
Benefits
All regular teammates working 20+ hours per week are eligible for benefits (eligibility for specific benefits may vary by division). Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates receive no less than 10 days of vacation (prorated by hire date and full-time/part-time status) during the first year, 10 sick days (prorated), and paid holidays. Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Schedule
1st shift. Requires availability for weekends, extended hours, occasional travel, and overnights as needed.