Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Universal Banker - Forestville image - Rise Careers
Job details

Universal Banker - Forestville

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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
 

Universal Banker

  • The annual base salary for this position is $45,760-$54,500.

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

Average salary estimate

$50130 / YEARLY (est.)
min
max
$45760K
$54500K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 7 hours ago

Lead a Truist branch in Great Bridge/Chesapeake to grow small-business and consumer relationships while coaching a high-performing team and maintaining strong operational controls.

Photo of the Rise User

Provide accurate, friendly teller and customer-service support while assisting with sales outreach and relationship management at Truist's Lynchburg branch.

Photo of the Rise User

Provide bilingual (English/Spanish) first-level technical and customer support for merchants and partners, resolving payment terminal, application, and statement inquiries in a fast-paced remote environment.

Provide high-quality patient support as a Customer Service Representative at Owens & Minor, handling inbound calls, order entry, and patient education in a fast-paced call center.

Photo of the Rise User
Posted 10 hours ago
Inclusive & Diverse
Mission Driven
Feedback Forward
Fast-Paced
Medical Insurance
Dental Insurance
Vision Insurance
Life insurance
Disability Insurance
Mental Health Resources
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Equity
Maternity Leave
Paternity Leave
Some Meals Provided
Snacks
Social Gatherings

Lyra Health seeks a compassionate, tech-savvy Client Support Specialist in Burlingame to manage high-volume inbound calls and chats and guide members to appropriate mental health care.

Photo of the Rise User
Posted 10 hours ago

Lead and scale Opal's Customer Success Engineering organization—building best-in-class pre/post-sales practices, hiring technical leaders, and partnering with customers and the executive team to drive adoption and product direction.

Support our fast-growing e-commerce startup by delivering empathetic, accurate customer service and off-hours operational support to ensure timely order fulfillment and smooth operations.

Reveal Diagnostics Hybrid 490 Post St suite 301, San Francisco, CA 94102, USA
Posted 19 hours ago

Provide responsive client support and project coordination for a growing CAD/CAM medical device company, working with dental professionals to translate requests into timely surgical-splint solutions.

Photo of the Rise User
Flyability Hybrid No location specified
Posted 3 hours ago

Flyability is hiring a Drone Pilot & Trainer to lead in-asset demonstrations, conduct customer trainings, and deliver technical field support for industrial inspections across North and Latin America while based in Denver.

Photo of the Rise User
US Physical Therapy Hybrid 1646 Town Square S W, Cullman, AL 35055, USA
Posted 14 hours ago

Provide exceptional front-desk support at a growing, therapist-owned outpatient physical therapy clinic by greeting patients, scheduling appointments, and managing administrative and insurance tasks.

Photo of the Rise User
Ent Credit Union Hybrid 11550 Ent Parkway, Colorado Springs, CO
Posted 3 hours ago

Ent Credit Union seeks a Member Solutions Specialist I to manage early-stage collections on past-due consumer loans through professional, consultative phone outreach and member-focused resolution strategies.

Photo of the Rise User

Pentair is hiring a Regional Tech Support Specialist in Tampa to deliver expert phone-based troubleshooting, coordinate field service, and support top pool professionals.

Photo of the Rise User
Rakuten Hybrid San Francisco, California
Posted 21 hours ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony

Rakuten Advertising is hiring a Customer Support Team Lead in San Francisco to manage escalations, improve team operations, and partner with product and engineering to enhance customer outcomes.

Photo of the Rise User
Spectrum Retirement Communities, LLC Hybrid 6383 East Girard Place, Denver, CO, United States
Posted 49 minutes ago

Spectrum Retirement Communities seeks a professional, detail-oriented Concierge to provide front-desk support, answer phones, and assist residents and families at our Denver community.

Photo of the Rise User

Nextech is hiring a remote Product Support Representative to provide timely, high-quality technical support for its healthcare software used by medical practices across the US.

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...

64 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
October 23, 2025
Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!