Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Banker - Allen Avenue

SunTrust Investment Services, Inc.

Job Title

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.

  • 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.

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.

  • 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

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 E-Verify IER Right to Work

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Universal Banker - Allen Avenue in Richmond, VA vacancy
  •  ...Universal Banker C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 97 years. It is our employees... 
    Suggested
    Temporary work
    Work at office
    Local area
    Day shift

    Citizens & Farmers Bank (C&F Bank)

    Richmond, VA
    4 days ago
  •  ...Job Description The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations... 
    Suggested
    Work experience placement
    Bank staff
    Work at office

    United Bank Inc

    Glen Allen, VA
    4 days ago
  •  ...Universal Banker The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known... 
    Suggested

    South State

    Richmond, VA
    21 hours ago
  •  ...the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union... 
    Suggested
    Work experience placement
    Flexible hours
    Shift work

    Atlantic Union Bank

    Mechanicsville, VA
    2 days ago
  •  ...A prominent community bank in Richmond, Virginia seeks a COMMUNITY LENDING MORTGAGE BANKER to drive mortgage loan sales by building relationships with diverse clients. You will originate loans, provide ethical counseling, and develop community ties. A minimum of 5 years... 
    Suggested

    City National Bank

    Richmond, VA
    3 days ago
  • Position Summary: Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, ...
    Work at office
    Night shift

    Sonabank

    Mechanicsville, VA
    4 days ago
  • $70k - $90k

     ...building life‑long relationships, our Vision of growth and success, and our Values of high integrity and reliable execution. Mortgage Banker Falcon National Bank 22 Central Ave S, Richmond, MN 56368 Benefits Company Sponsored Life Insurance and Short‑Term Disability... 
    Temporary work
    For contractors
    Local area
    Flexible hours

    Minnesota Bankers Association

    Richmond, VA
    3 days ago
  •  ...by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: The Mortgage Banker is responsible for evaluating, processing, and closing mortgage loan applications, as well as providing excellent customer service... 
    Work at office

    New Horizon Bank

    Richmond, VA
    1 day ago
  •  ...Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health... 
    Full time
    Part time
    Immediate start
    Shift work
    Day shift

    Quality Talent Group

    Henrico, VA
    21 hours ago
  •  ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities... 
    Work at office
    Remote work

    City National Bank

    Richmond, VA
    21 hours ago
  • Truist in Mechanicsville, Virginia is seeking a motivated individual to facilitate client transactions and enhance customer experience. The role involves engaging clients effectively, supporting sales activities, and ensuring compliance with operational policies. Candidates...

    Truist

    Mechanicsville, VA
    2 days ago
  •  ...Commercial Banker You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) team within Commercial... 
    Local area

    Chase Inc

    Richmond, VA
    4 days ago
  • Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Richmond, VA
    3 days ago
  •  ...Richmond, Virginia. 23230. Join our team. Make a difference - for us and for your future. Position Title: Senior Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is primarily... 
    Work at office
    Shift work

    First National Bank of Pennsylvania

    Richmond, VA
    16 days ago
  •  ...be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture,... 
    Work at office

    Prospect Rock Partners

    Richmond, VA
    3 days ago
  •  ...coordinate with legal and accounting advisors, and manage transaction workstreams. Act as a key point of contact for clients, senior bankers, and external stakeholders. Supervise and mentor Analysts, ensuring accuracy and high-quality deliverables QUALIFICATIONS: 2+ years... 

    Syntax Talent Solutions

    Richmond, VA
    3 days ago
  •  ...backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. The Private Banker is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and... 
    Work at office

    First Citizens Bank

    Richmond, VA
    4 days ago
  • Job Duration: 12+ months (Possible Extension) Pay rate: $18.40/hr. on w2 Job Description Required Skills Must have minimum 1+ year experience in banking and financial background Must be able to operate a computer and other office equipment Must be skilled when working ...
    Work at office

    Integrated Resources

    Richmond, VA
    3 days ago
  • About Us First Southern National Bank is a community and relationship-driven bank serving twelve counties throughout Central and Western KY. Our home office is based in Stanford, with a population of 3,000. Having served our customers for over 40 years, our passion for...
    Work at office
    Immediate start
    Work from home
    Home office

    First Southern National Bank

    Richmond, VA
    3 days ago
  • Loomis Armored Richmond, VA, 7217 W Broad St, Richmond, Virginia, United States of America With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail...
    Full time
    Flexible hours
    Shift work

    Loomis

    Richmond, VA
    3 days ago
  • Overview Job Summary: The primary objective of this role is to manage and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer ...
    Temporary work
    Work at office
    Local area

    C&F Bank

    Richmond, VA
    3 days ago
  • Atlantic Union Bank in Richmond, VA is seeking a Part-Time Teller for their Three Chopt Branch. This role involves providing exceptional customer service while processing transactions and contributing to branch sales goals. The position requires a high school diploma, ...
    Part time
    Monday to Friday

    Atlantic Union Bank

    Richmond, VA
    3 days ago
  • Loomis- is seeking a Cash Management Services Teller in Richmond, Virginia, to ensure the secure preparation and processing of cash, coin, and check deposits. This full-time position involves conducting deposit verifications, separating deposits by denomination, and preparing...
    Full time

    Loomis

    Richmond, VA
    3 days ago
  • $20.06 - $27.13 per hour

    At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on "community banking," employees find that they can make an impact through company-sponsored programs such as paid volunteer...
    Hourly pay
    Night shift

    First Community Bancshares

    Henrico, VA
    21 hours ago
  • Integrated Resources, Inc ( IRI ) is seeking a candidate for a banking position in Richmond, Virginia. The role involves providing customer service in a call center environment, including supporting various financial transactions like transfers and loan payments. Strong...
    Bank staff

    Integrated Resources

    Richmond, VA
    3 days ago
  • Teller Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley. Langley Federal Credit Union is...
    Full time
    Temporary work
    Currently hiring
    Immediate start
    Flexible hours

    Langley Federal Credit Union

    Richmond, VA
    21 hours ago
  • $15.78 - $23.63 per hour

    Teller - Part Time 30 hours (Three Chopt Branch) Job Category: Retail Requisition Number: TELLE010094 Part‑Time On‑site Hourly Range: $15.78 USD to $23.63 USD Locations Three Chopt Branch 7000 Three Chopt Road Richmond, VA 23226, USA This position is responsible for providing...
    Hourly pay
    Part time
    Work experience placement
    Monday to Friday
    Flexible hours
    Shift work

    Atlantic Union Bank

    Richmond, VA
    3 days ago
  • Teller (Part-time) Job Category: Branch Operations Part-Time Location: Henrico, VA 23075, USA Description The Teller is responsible for accurately processing a variety of financial transactions, addressing member inquiries, resolving issues, and providing...
    Part time

    BayPort Credit Union

    Henrico, VA
    4 days ago
  • Job Description: Work Hours: Sat: Every Saturday 8:30am-1pm Mon: 10:15am-6:30pm Off: Tues, Weds, Thursday Fri: 8:45am-6:30pm PRIMARY FUNCTION: Provides superior member service by accurately and efficiently performing teller related transactions...
    Part time

    Member One FCU

    Henrico, VA
    1 day ago
  • $111.61k - $131.3k

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...
    Temporary work
    Work experience placement
    Local area
    Remote work
    Shift work
    3 days per week

    U.S. Bank

    Richmond, VA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker - Allen Avenue. Be the first to apply!