Universal Banker - Rolling Road

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Client service orientation","Attention to detail","Risk and compliance awareness"]

Complete client transactions accurately and efficiently while maintaining proper handling of assigned funds and service records. Deliver a strong client experience, support digital self-service adoption (ATMs, online and mobile banking), and participate in outbound calling to identify needs and opportunities. Cross-trained to assist sales and integrated relationship management activities, uphold internal controls and risk policies, and support new account openings and issue resolution.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Rolling Road

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

Job Summary

Complete client transactions accurately and efficiently while maintaining proper handling of assigned funds and service records. Deliver a strong client experience, support digital self-service adoption (ATMs, online and mobile banking), and participate in outbound calling to identify needs and opportunities. Cross-trained to assist sales and integrated relationship management activities, uphold internal controls and risk policies, and support new account openings and issue resolution.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide timely, efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned.
  • •Deliver a consistent client experience through courteous interaction and transaction completion, uncovering client needs as appropriate.
  • •Educate clients on digital and self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the team sales process by participating in client outreach through outbound calls and referring or fulfilling client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including compliance with current guidelines.
Travel: Medium travel

Pay and Benefits

Salary: USD 45,760 - 54,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionEquity

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 for interacting with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation, including basic computer applications such as Microsoft Office.
Experience:2+ years
Education:High School
Skills:Interpersonal communicationMulti-taskingClient service orientationAttention to detailRisk and compliance awareness
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline bankingMobile banking

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