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Universal Banker - PT 30 HR - Parkersburg Main

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  
1. 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.
2.    Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3.    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. 
4.    Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5.    Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6.    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.
7.    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.
8.    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.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    High school diploma or equivalent education 
2.    Two years of teller or cash handling or client service experience
3.    Six months of client relationship building or sales experience
4.    Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5.    Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6.    Ability to multi-task under time constraints
7.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.    Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9.    Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Average salary estimate

$37500 / YEARLY (est.)
min
max
$30000K
$45000K

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What You Should Know About Universal Banker - PT 30 HR - Parkersburg Main, Truist

Are you ready to take your career to the next level as a Universal Banker at Truist in Parkersburg, West Virginia? We're excited to invite you to be a part of our team, where your contributions will help shape extraordinary client experiences! In this role, you will provide timely and effective service to our clients while managing various transactions with accuracy. You will be the friendly face that engages with customers, understanding their financial needs and ensuring they feel valued. A key part of the Universal Banker position involves educating clients about our digital self-service options to enhance their banking experience. You’ll also play a pivotal role in driving sales by participating in outreach efforts—making outbound calls and identifying opportunities to fulfill client needs. With your two years of client service or cash handling experience, your ability to confidently communicate and build relationships will shine as you assist with new account openings or resolve problems. We believe in growth, so you'll have opportunities to expand your product knowledge and participate in continued training. Join us in creating a vibrant community bank experience where you’ll collaborate with an enthusiastic team dedicated to helping our clients achieve their financial goals. Apply now, and let’s begin this rewarding journey together at Truist!

Frequently Asked Questions (FAQs) for Universal Banker - PT 30 HR - Parkersburg Main Role at Truist
What are the primary responsibilities of a Universal Banker at Truist?

As a Universal Banker at Truist, your primary responsibilities will include providing exceptional client service while efficiently processing transactions, educating clients about digital banking solutions, and actively participating in sales outreach through outbound calls. You will engage with clients to uncover their financial needs and refer them to the appropriate team members or specialists for further assistance.

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What qualifications are required to apply for the Universal Banker position at Truist?

To qualify for the Universal Banker position at Truist, candidates must possess a high school diploma or equivalent, with at least two years of experience in client service or cash handling. Additionally, candidates should have six months of relationship-building or sales experience and demonstrate strong communication skills to effectively interact with clients.

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What type of training and development opportunities does Truist offer for Universal Bankers?

Truist is committed to the professional development of its Universal Bankers by providing ongoing training on product knowledge and sales techniques. You will participate in team meetings, training sessions, and access to web-based learning resources to enhance your skills and better serve clients.

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Is experience in banking necessary to work as a Universal Banker at Truist?

While prior banking experience can be beneficial, it is not strictly necessary to apply for the Universal Banker role at Truist. However, candidates should have relevant experience in client relationship building, sales, or cash handling to succeed in this position.

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What benefits can I expect as a Universal Banker at Truist?

As a Universal Banker at Truist, you will be eligible for a comprehensive benefits package that includes medical, dental, and vision insurance, a retirement savings plan, paid time off, sick days, and paid holidays. Additional perks may include training opportunities and advancement potential, enriching your career with the company.

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Common Interview Questions for Universal Banker - PT 30 HR - Parkersburg Main
How do you ensure excellent customer service in the role of a Universal Banker?

To ensure excellent customer service as a Universal Banker, I prioritize engaging with each client warmly and attentively, actively listening to their needs, and providing tailored solutions. I also educate clients about available resources and follow up on their inquiries to ensure satisfaction.

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Can you describe a time when you successfully handled a difficult client situation?

In my previous role, I encountered a client frustrated with a transaction error. I listened patiently, acknowledged their feelings, and took immediate action to resolve the issue. By maintaining a calm demeanor and offering personalized support, I restored the client’s confidence in our services.

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What sales techniques have you used to identify client needs?

I utilize active listening and open-ended questions to uncover client needs, ensuring I fully understand their objectives. I also leverage my knowledge of products and services to match them effectively, highlighting features that align with their financial goals.

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How do you stay updated on banking products and changes in procedures?

I stay informed by participating in ongoing training sessions, attending meetings, and regularly reviewing the bank’s resources. I also keep an eye on industry trends to ensure I'm providing clients with the most relevant and accurate information.

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What are your strategies for managing multiple tasks in a fast-paced banking environment?

I prioritize tasks by urgency and importance, using checklists to stay organized. I also remain flexible and adaptable, allowing me to adjust my focus when unexpected demands arise while ensuring I provide prompt service to all clients.

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Describe a time when you contributed to a team's success.

In a previous role, our team had a quarterly sales target to meet. I organized a brainstorming session to discuss outreach strategies, motivating my colleagues to engage more actively with clients. Our collaborative effort not only helped us exceed the target but strengthened our team dynamics.

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How would you educate clients on digital banking solutions?

I would take a proactive approach by introducing clients to the features of our digital banking tools during their visits. I would walk them through how to set up and navigate online banking, ensuring they feel confident using these services to manage their accounts.

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What do you perceive as the most challenging aspect of being a Universal Banker?

One of the challenges is balancing the need to meet sales goals while providing excellent customer service. To overcome this, I focus on understanding clients' needs first. When genuine solutions are offered, it naturally leads to sales without compromising the service experience.

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How do you build and maintain strong relationships with clients?

I build strong relationships by being approachable and trustworthy. I regularly follow up with clients, remember their preferences and concerns, and ensure I provide consistent and personalized service that makes them feel valued.

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Why do you want to work for Truist as a Universal Banker?

I am drawn to Truist’s commitment to community and customer care. I believe my skills and values align well with your mission to improve customers' financial well-being and thrive in an environment that prioritizes teamwork and professional growth.

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For our clients: Provide distinctive, secure and successful client experiences through touch and technology. For our teammates: Create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers. Fo...

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Part-time, on-site
DATE POSTED
April 1, 2025

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