Universal Banker

Truist

. Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies .

Posted 10/6/2026full-timeStatesville • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service skills with a focus on relationship building and effective communication. Proficient in handling transactions, educating clients on banking services, and adhering to operational procedures.

Highest-signal resume keywords

Client Relationship BuildingCash Handling ExperienceInterpersonal Communication SkillsMicrosoft Office ProficiencySales Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client TransactionsBasic Computer ApplicationsBranch Automation SkillsFinancial Needs AssessmentOperational Procedures

Soft Skills

Excellent CommunicationMulti-tasking AbilityCourteous Engagement

Tools & Technologies

Online BankingMobile BankingATMs

Industry Keywords

Retail BankingRisk Management PoliciesIntegrated Relationship ManagementClient Service

About the role

Key responsibilities & impact

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies
Deliver superior quality service by identifying and understanding clients’ financial needs
Engage clients in courteous conversation while conducting complex and standardized transactions
Educate clients on ATMs, Online Banking, and Mobile Banking
Support team sales through outbound calls, checking client offers, and identifying client needs or opportunities
Refer clients to appropriate branch team members or specialists
Support Integrated Relationship Management activities
Participate in Truist Retail Community Bank Leadership Routines
Attend sales, service, and product knowledge meetings and applicable training and web-based learning
Follow internal controls, operational procedures, and risk management policies
Serve as secondary contact for new account openings and problem resolution
Offer applicable products and services to clients and prospects

Requirements

What you’ll need

High school diploma or equivalent education
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 personal computer keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes
Ability to work weekends and/or extended hours; occasional travel and overnights may be included
English language fluency required

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)