Universal Banker - Ampthill

Truist Financial
Richmond
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Client relationship building"]

Handle client transactions accurately and efficiently while delivering a high-quality customer experience. Educate clients on digital and self-service banking options such as ATMs, Online and Mobile banking. Support outbound calling and referral activities to identify client needs, assist with account openings, and contribute to Integrated Relationship Management (IRM). Maintain compliance with internal controls and risk management while expanding product and sales knowledge through trainings and leadership routines.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
2 days ago

Universal Banker - Ampthill

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Handle client transactions accurately and efficiently while delivering a high-quality customer experience. Educate clients on digital and self-service banking options such as ATMs, Online and Mobile banking. Support outbound calling and referral activities to identify client needs, assist with account openings, and contribute to Integrated Relationship Management (IRM). Maintain compliance with internal controls and risk management while expanding product and sales knowledge through trainings and leadership routines.
Location: Richmond
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions in a timely, accurate manner while engaging clients and delivering a courteous experience.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the sales process through outbound calling, checking offers, and identifying needs or referring clients to specialists.
  • •Apply Integrated Relationship Management (IRM) practices to deliver expertise and solutions to clients’ unique needs.
  • •Follow internal controls, operational procedures, and risk management policies; serve as a secondary contact for new account openings and issue resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key 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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and handle basic computer applications (e.g., Microsoft Office).
Experience:2+ years
Education:High School
Skills:Interpersonal communicationMulti-taskingClient relationship building
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn