Full-Time

Universal Banker

Posted on 3/25/2025

Truist

Truist

10,001+ employees

Provides banking, lending, and wealth management services

No salary listed

Junior, Mid

Charleston, WV, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Risk Management
Requirements
  • 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, 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 to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Responsibilities
  • Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
  • Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
  • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
  • Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
  • Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
Desired Qualifications
  • One year of client relationship building or sales experience
  • Knowledge of advanced or complex branch transactions, risk management and loss prevention
  • Experience with sourcing and prospecting for new clients and client relationship building
  • General understanding of bank operations, policies and procedures

Truist Financial Corporation provides a variety of financial services to over 10 million households in the United States. Their offerings include personal and commercial banking, lending, and wealth management. Truist's approach centers on integrated relationship management, which means they aim to create tailored solutions for individuals, small businesses, and large corporations. The company earns revenue through interest on loans, fees for banking services, and advisory fees related to wealth management. What sets Truist apart from its competitors is its strong commitment to community development, demonstrated through partnerships with organizations like the NFL and the Atlanta Braves to support local initiatives. The goal of Truist is to inspire and build better lives and communities by leveraging experienced leadership and strategic partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

Washington DC, District of Columbia

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Truist's focus on digital banking enhances customer experience and operational efficiency.
  • ESG investing aligns with Truist's community goals, attracting socially conscious investors.
  • Fintech partnerships provide innovative technologies to compete with digital-native banks.

What critics are saying

  • Increased competition in wealth management from firms like Morgan Stanley.
  • Rising interest rates may decrease borrowing and increase defaults.
  • Fintech companies offering banking services could erode Truist's market share.

What makes Truist unique

  • Truist offers integrated relationship management solutions for diverse client needs.
  • The company is committed to community development through strategic partnerships.
  • Truist leverages seasoned leadership to drive innovation and growth.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Company News

Holy City Sinner
May 20th, 2025
Trident United Way Receives $87,500 Grant from Truist Foundation to Support Financial Stability for Tri-County Workforce

Trident United Way is proud to announce it has received a grant of $87,500 from Truist Foundation to support Pathways to Stability, an innovative program that helps workers stay on the job during financial hardships while also helping local businesses keep employees on staff and boost productivity.

YMCA of Charlotte
May 8th, 2025
YMCA of Greater Charlotte Receives $500,000 Grant from Truist Charitable Fund

YMCA of Greater Charlotte receives $500,000 grant from Truist Charitable Fund.

Sportsbet
May 7th, 2025
PGA Tour playing in Philadelphia for first time in over 5 years

With the Truist's annual venue serving as the host for the PGA Championship a replacement for the year was necessary and the Philadelphia Cricket Club stepped up.

Los Angeles Business Journal
May 5th, 2025
Altruist Secures $152M, Valued at $1.9B

Altruist, based in Culver City, raised $152 million in funding, bringing its valuation to $1.9 billion. Founder Jason Wenk claims this will be the last funding round needed. The firm aims to enhance technology for independent registered investment advisers (RIAs) to serve more clients efficiently. Altruist expects to grow over 100% this year and serves 1,000 RIA firms with 4,700 advisers, holding over 10% market share. The funding was led by GIC, a global investor from Singapore.

GlobeNewswire
May 5th, 2025
CSW Industrials Renews, Extends Revolving Credit Facility and Upsizes to $700 Million

DALLAS, May 05, 2025 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI) today announced the renewal and extension of its existing Revolving Credit...

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