Universal Banker- Crescent Springs

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer focus","Multi-tasking","Risk awareness","Adaptability"]

Provide timely, accurate handling of client transactions while maintaining thorough records and delivering a high-quality client experience. Educate clients on digital and self-service banking solutions (ATMs, Online and Mobile banking), and support outbound calling and Integrated Relationship Management (IRM) activities. Cross-train to assist with branch sales and service needs, serve as secondary contact for new account openings and issue resolution, and follow internal controls, risk management, and compliance policies.

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Truist Financial
Truist Financial
21 hours ago

Universal Banker- Crescent Springs

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Provide timely, accurate handling of client transactions while maintaining thorough records and delivering a high-quality client experience. Educate clients on digital and self-service banking solutions (ATMs, Online and Mobile banking), and support outbound calling and Integrated Relationship Management (IRM) activities. Cross-train to assist with branch sales and service needs, serve as secondary contact for new account openings and issue resolution, and follow internal controls, risk management, and compliance policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete complex and standardized client transactions accurately while maintaining proper records and handling assigned monies.
  • •Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calls, identifying client needs/offers, and referring clients as needed.
  • •Apply Integrated Relationship Management (IRM) practices to deliver Truist expertise and solutions aligned to client needs.
  • •Follow internal controls, operational procedures, and risk management policies; support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysSick DaysDisability Insurance

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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and basic computer applications (e.g., Microsoft Office), including multi-tasking under time constraints.
Education:High School
Skills:Interpersonal communicationCustomer focusMulti-taskingRisk awarenessAdaptability
Languages:English
Tech Stack:Microsoft OfficeATMsOnline 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