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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-timeBedford • Virginia • United StatesJuniorMid-Level💰 $45,760 - $51,250 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in client relationship building, sales support, and financial service transactions while ensuring adherence to operational procedures and risk management policies. Proficient in utilizing technology for branch automation and delivering exceptional client experiences.

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Client Service ExperienceTeller ExperienceBasic Computer ApplicationsBranch Automation SkillsComplex Transaction Handling
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityCustomer Interaction
Tools & Technologies
Online BankingMobile BankingATM Operations
Industry Keywords
Bank OperationsOperational ProceduresRisk Management PoliciesLoss PreventionClient Outreach

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, especially outbound calling and Integrated Relationship Management activities
  • Provide a distinctive client experience through courteous conversations and complex or standardized transactions
  • Educate clients on ATMs, online banking, and mobile banking
  • Support the team sales process through client outreach, checking client offers, identifying needs, fulfilling needs, or referring clients to appropriate branch 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
  • Adhere to 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
  • Handle a proportionate volume of work based on branch demands

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
  • 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 with sourcing and prospecting for new clients and client relationship building
  • Preferred: General understanding of bank operations, policies, and procedures
  • Required English language fluency

Benefits

Comp & perks
  • Additional incentive pay is available
  • 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 hire date and full-time or part-time status
  • 10 sick days, prorated based on hire date and full-time or part-time 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