Universal Banker

Truist

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

Posted 10/6/2026full-timePittsboro • 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 relationship management and sales skills while ensuring accurate transaction processing and adherence to operational procedures. Proficient in utilizing technology for client engagement and service delivery.

Highest-signal resume keywords

Client Relationship BuildingCash Handling ExperienceSales ExperienceMicrosoft Office ProficiencyInterpersonal Communication Skills

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 SkillsATM EducationOnline Banking EducationMobile Banking Education

Soft Skills

Excellent CommunicationInterpersonal SkillsMulti-tasking Ability

Industry Keywords

Risk Management PoliciesOperational ProceduresClient OutreachIntegrated Relationship ManagementTruist Retail Community Bank

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
Support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) activities
Engage clients, conduct complex and standardized transactions, and uncover client needs
Educate clients on ATMs, Online Banking, and Mobile Banking
Participate in client outreach, check for client offers, identify needs, and fulfill or refer opportunities
Participate in Truist Retail Community Bank Leadership Routines
Attend sales, service, product knowledge, training, and web-based learning sessions
Follow internal controls, operational procedures, risk management policies, and current guidelines
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
401(k) plan
At least 10 days of vacation during the first year of employment (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)