Universal Banker II

Truist

. Provide timely and efficient completion of client transactions .

Posted 10/22/2026full-timeSalem • 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 transaction management while adhering to operational procedures and risk management policies. Proficient in utilizing banking technologies and providing superior customer service to meet clients' financial needs.

Highest-signal resume keywords

Client Relationship BuildingSales ExperienceCash HandlingMicrosoft Office ProficiencyRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client TransactionsBranch AutomationComplex TransactionsFinancial Needs AssessmentRecord Maintenance

Soft Skills

Interpersonal SkillsCommunication SkillsMulti-tasking AbilityCustomer Service Orientation

Tools & Technologies

Online BankingMobile BankingATM Operations

Industry Keywords

Bank OperationsOperational ProceduresRisk Management PoliciesClient OutreachSales Support

About the role

Key responsibilities & impact

Provide timely and efficient completion of client transactions
Maintain accurate records and properly handle all assigned monies
Deliver superior quality service and identify clients’ financial needs
Support sales and service activities, including outbound calling
Support Integrated Relationship Management (IRM) activities
Engage clients and conduct complex and standardized transactions
Educate clients on ATMs, Online Banking and Mobile Banking
Participate in client outreach, check for client offers, identify needs and refer clients to appropriate branch team members or specialists
Participate in Truist Retail Community Bank Leadership Routines
Attend sales, service and product knowledge meetings and applicable training
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

Requirements

What you’ll need

High school diploma or equivalent education
Two years of teller or 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
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

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
No less than 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
Additional incentive pay