Universal Banker Jobs in USA with Visa Sponsorship
Universal bankers in the U.S. typically qualify for H-1B visa sponsorship when their role emphasizes specialized functions like risk analysis, investment advisory, or complex financial modeling. Most positions require a bachelor's degree in finance, economics, or business administration. For detailed occupation requirements, see the O*NET profile.
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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.
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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 435+ Universal Banker Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Universal Banker roles.
Get Access To All JobsTips for Finding Universal Banker Jobs
Emphasize analytical responsibilities
Highlight duties involving risk assessment, portfolio analysis, or financial modeling rather than routine customer service tasks to strengthen the specialty occupation argument for H-1B petitions.
Target mid-to-large financial institutions
Regional banks, credit unions, and national banks typically have established immigration processes and greater resources to handle H-1B sponsorship compared to smaller community banks.
Consider wealth management focus
Universal banker roles with private banking or wealth management components often qualify more easily for H-1B sponsorship due to increased complexity and specialized knowledge requirements.
Document quantitative skills prominently
Showcase experience with financial software, data analysis tools, and mathematical modeling capabilities that distinguish your role from general customer service positions requiring minimal specialized training.
Apply during non-peak seasons
Submit applications between August and December when banks typically have clearer staffing needs and less competition from other candidates seeking visa sponsorship opportunities.
Prepare for degree relevance questions
Be ready to explain how your finance, economics, or business degree directly relates to specialized banking functions rather than general customer relationship management tasks.
Frequently Asked Questions
Do universal bankers qualify for H-1B sponsorship?
Yes, when the role involves specialized functions like investment advisory, risk analysis, or complex financial planning. USCIS requires the position to demand a bachelor's degree in a specific field and involve duties beyond routine customer service. Roles emphasizing quantitative analysis and regulatory compliance typically qualify more easily than general relationship banking positions.
How to find Universal Banker jobs with visa sponsorship?
To find Universal Banker positions with visa sponsorship, use Migrate Mate to search specifically for banking and financial services roles. Focus on major banks, credit unions, and financial institutions that commonly sponsor H-1B visa and other work visas for client relationship management positions. Filter your search for companies with established sponsorship programs and highlight your customer service, sales, and financial product knowledge when applying.
What degree do I need for universal banker H-1B sponsorship?
Most successful H-1B petitions require a bachelor's degree in finance, economics, business administration, accounting, or mathematics. The degree field must relate directly to specialized banking functions in your role. Some employers accept related fields like statistics or engineering if combined with relevant financial services experience and certifications.
Which banks typically sponsor H-1B visas for universal bankers?
Large regional banks, national banks like JPMorgan Chase and Wells Fargo, and established credit unions commonly sponsor H-1B visas. Community banks and smaller institutions rarely have resources for sponsorship. Investment-focused banks and wealth management firms often sponsor more readily than traditional retail banking operations.
What's the approval rate for universal banker H-1B petitions?
Approval rates vary significantly based on job duties and employer petition quality. Universal banker roles emphasizing specialized functions like portfolio analysis or regulatory compliance see higher approval rates than general customer service positions. USCIS scrutinizes whether the role truly requires specialized knowledge beyond what any bachelor's degree graduate could perform.
Can universal bankers get L-1 visas instead of H-1B?
Yes, if you've worked for the same banking institution abroad for at least one year in a managerial or specialized knowledge capacity. L-1 visa transfers are common for international banks with U.S. operations. However, most universal banker positions don't qualify for L-1A manager status and would need to demonstrate specialized knowledge for L-1B classification.
What is the prevailing wage requirement for sponsored Universal Banker jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.