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

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

Demonstrates expertise in client relationship management and sales, with a strong focus on delivering exceptional service and understanding client financial needs. Proficient in handling transactions, risk management, and utilizing banking software to enhance client interactions.

Highest-signal resume keywords

Client Relationship BuildingSales ExperienceCash HandlingMicrosoft Office ProficiencyRisk Management

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 Service ExperienceTeller ExperienceBasic Computer ApplicationsBranch Automation SkillsComplex Transactions Knowledge

Soft Skills

Excellent Interpersonal SkillsStrong Communication SkillsAbility to Multi-task

Tools & Technologies

Online BankingMobile BankingATMs

Industry Keywords

Bank OperationsOperational ProceduresRisk Management PoliciesClient OutreachIntegrated Relationship Management

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, standardized and complex transactions, and needs discovery
Educate clients on ATMs, Online Banking, and Mobile Banking
Participate in client outreach through outbound calls, check client offers, identify needs and opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists
Support Integrated Relationship Management to deliver Truist expertise and solutions
Participate in Truist Retail Community Bank Leadership Routines
Attend sales, service, and product knowledge meetings, training classes, 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
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
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 with 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
401k plan
At least 10 days of vacation during the first year, prorated based on date of hire and employment status
10 sick days, prorated based on date of hire 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
Reasonable accommodation for applicants with disabilities