Universal Banker - Part Time 20hrs - Derenne

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multi-tasking","Client service"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a high-quality client experience. Cross-train to support sales and service, including outbound calling, understanding client financial needs, and assisting Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support new account openings, follow internal controls and risk policies, and complete ongoing product and service training.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Part Time 20hrs - Derenne

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a high-quality client experience. Cross-train to support sales and service, including outbound calling, understanding client financial needs, and assisting Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support new account openings, follow internal controls and risk policies, and complete ongoing product and service training.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete complex and standardized client transactions accurately while maintaining proper records and handling assigned monies.
  • •Provide a consistent, distinctive client experience through courteous conversation and by uncovering client needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the team sales process via outbound calls, checking for client offers, and fulfilling or referring client needs and opportunities.
  • •Adhere to internal controls, operational procedures, and risk management policies while participating in leadership routines and maintaining product and service knowledge.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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 demonstrate proficiency in basic computer applications (including Microsoft Office).
Education:High School
Skills:Interpersonal skillsCommunication skillsMulti-taskingClient service
Languages:English
Tech Stack:Microsoft OfficePC keyboard

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