Universal Banker II

Truist

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client service skills and the ability to manage financial transactions accurately while adhering to compliance guidelines. Proficient in relationship building and educating clients on banking products and services.

Highest-signal resume keywords

Client Relationship BuildingCash Handling ExperienceInterpersonal Communication SkillsMicrosoft Office ProficiencySales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Transaction ManagementBasic Computer ApplicationsBranch Automation SkillsFinancial Needs AssessmentRisk Management Compliance

Soft Skills

Excellent CommunicationMulti-tasking AbilityCourteous Client Engagement

Tools & Technologies

Online BankingMobile BankingATMs

Industry Keywords

Retail BankingClient OutreachIntegrated Relationship ManagementOperational Procedures

About the role

Key responsibilities & impact

Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned
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 in courteous conversation while conducting complex and standardized transactions
Educate clients on ATMs, Online Banking, and Mobile Banking
Participate in client outreach, check for client offers, identify needs and opportunities, and fulfill needs or refer clients to appropriate team members or specialists
Participate in Truist Retail Community Bank Leadership Routines
Advance individual and product knowledge through meetings, training classes, and web-based learning
Follow internal controls, operational procedures, risk management policies, and current compliance 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, including a desire to interact with clients and prospects
Ability to master personal computer (PC) 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 as required, 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

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
401k plan
At least 10 days of vacation during the first year, prorated based on date of hire and full-time or part-time status
10 sick days, prorated
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