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Truist

Universal Banker II

Truist

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

Posted 10/6/2026full-timeBridgewater • Virginia • United StatesJuniorMid-Level💰 $45,760 - $51,750 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in client relationship building, sales support, and transaction processing while adhering to operational procedures and risk management policies. Proficient in utilizing banking technology and software to enhance client service and operational efficiency.

Highest-signal resume keywords
Client Relationship BuildingSales ExperienceCash HandlingMicrosoft Office ProficiencyRisk Management Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Client Transaction ProcessingBasic Computer ApplicationsBranch Automation SkillsComplex Transaction HandlingFinancial Needs Assessment
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityClient Outreach
Tools & Technologies
Online Banking SolutionsMobile Banking SolutionsATM Operations
Industry Keywords
Bank OperationsOperational ProceduresRisk Management PoliciesClient ServiceSales Support

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
  • Perform complex and standardized transactions, with assistance as necessary
  • Educate clients on ATMs, online banking, and mobile banking solutions
  • Support team sales through client outreach and outbound calls
  • Check client offers and identify client needs or opportunities
  • Fulfill client needs or 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, including a desire to interact with clients and prospects
  • 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
  • Preferred: one year of client relationship building or sales experience
  • Preferred: knowledge of advanced or complex branch transactions, risk management, and loss prevention
  • Preferred: experience sourcing and prospecting for new clients and client relationship building
  • Preferred: general understanding of bank operations, policies, and procedures

Benefits

Comp & perks
  • Additional incentive pay is available for this position
  • 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, prorated based on hire date and employment status
  • 10 sick days, prorated based on hire date and employment status
  • Paid holidays
  • Defined benefit pension plan may be available depending on position and division
  • Restricted stock units may be available depending on position and division
  • Deferred compensation plan may be available depending on position and division