H-1B Visa Universal Banker Jobs
Universal Banker roles sit at the intersection of retail banking and financial advisory services, making them a recognized specialty occupation for H-1B visa sponsorship. Most sponsoring employers are mid-to-large financial institutions with established immigration programs. Your degree field, licensing status, and branch assignment all affect how the petition is structured.
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Get Access To All JobsINTRODUCTION
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.
-
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
Preferred 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
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
INTRODUCTION
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.
-
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
Preferred 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
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
See all 34+ H-1B Visa Universal Banker Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Universal Banker Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Universal Banker
Confirm your degree meets specialty occupation
Universal Banker petitions are occasionally challenged because the role can be filled by non-degree candidates at some banks. Pull the O*NET profile for your SOC code and verify your degree field aligns directly with the job duties listed in your offer letter.
Check prevailing wage before accepting an offer
Run your job title, SOC code, and branch location through the OFLC Wage Search before signing anything. The wage level your employer certifies on the LCA must match or exceed the DOL prevailing wage for your specific metro area.
Target banks enrolled in E-Verify
STEM OPT and cap-gap protections require E-Verify enrollment from your employer. Filter your search to institutions already enrolled so you don't lose work authorization during the gap between OPT expiry and H-1B start. Migrate Mate surfaces employers with verified H-1B LCA filing history so you can identify these institutions directly.
Get Series 6 or 63 licensed before filing
If your Universal Banker role includes selling investment products, your employer's I-129 petition will likely list FINRA licensing as a requirement. Holding an active license before the petition is filed strengthens the specialty occupation argument and reduces RFE risk.
Request cap-exempt status through a credit union
Federal credit unions affiliated with government entities can qualify as cap-exempt H-1B employers. If you've been selected in a previous lottery, transferring to a qualifying credit union lets you file outside the cap and skip the April registration entirely.
Clarify branch transfer policies before your I-94 starts
Universal Bankers are often rotated between branches after hire. A location change that moves you to a different metropolitan statistical area requires a new LCA and an amended I-129 filed with USCIS before you start working at the new site.
H-1B Visa Universal Banker: Frequently Asked Questions
Does a Universal Banker role qualify as a specialty occupation for H-1B purposes?
It can, but it requires careful documentation. USCIS looks for evidence that the role normally requires at least a bachelor's degree in a specific field, such as finance, business administration, or economics. If your employer's job posting lists a degree as preferred rather than required, or if the bank hires non-degree candidates for the same title, the petition is at higher risk for an RFE. Your offer letter should explicitly state the degree requirement.
Which banks most commonly sponsor H-1B visas for Universal Banker positions?
Large national and regional banks with dedicated immigration compliance teams are the most consistent sponsors for Universal Banker roles. You can identify which institutions have active H-1B LCA filing history for this job title by searching on Migrate Mate, which pulls directly from DOL Labor Condition Application disclosure data. Smaller community banks rarely have the infrastructure to sponsor H-1B petitions for branch-level roles.
How does changing branches or locations affect my H-1B status as a Universal Banker?
Moving to a branch in a different metropolitan statistical area triggers a material change to your H-1B. Your employer must file a new LCA with DOL certifying the prevailing wage for the new location, then file an amended I-129 with USCIS before your first day at the new site. Working at the new location before the amended petition is filed puts you out of status, even if your original H-1B is still valid.
Can my employer count FINRA licensing as part of the specialty occupation requirement?
Yes, and many banks do. If your Universal Banker role requires Series 6, 63, or 65 licensing to sell investment or insurance products, your employer can include that licensing requirement in the I-129 petition to reinforce the specialty occupation argument. The key is that the license must be tied to the actual job duties, not listed as a post-hire expectation. Holding the license before the petition is filed makes the argument cleaner.
What happens to my H-1B status if the bank restructures and eliminates my Universal Banker title?
If your position is eliminated, your H-1B status ends with your employment. You have a 60-day grace period to find a new sponsoring employer, file a change of status, or depart the U.S. During that window, a new employer can file an H-1B transfer petition, and you can begin working for them once USCIS issues a receipt notice, without waiting for final approval.