Universal Banker - Richland Marketplace

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Client relationship building","Multitasking","Risk awareness"]

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 activities, including outbound calling, identifying client needs/offers, and supporting Integrated Relationship Management (IRM). Educate clients on digital self-service solutions like ATMs, Online and Mobile banking, and handle responsibilities such as new account openings and problem resolution while following internal controls and risk policies.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker - Richland Marketplace

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
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 activities, including outbound calling, identifying client needs/offers, and supporting Integrated Relationship Management (IRM). Educate clients on digital self-service solutions like ATMs, Online and Mobile banking, and handle responsibilities such as new account openings and problem resolution while following internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and completing complex and standardized transactions.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support team sales processes through outbound calls, identifying client needs/offers, and referring clients to appropriate teams or specialists.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

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.
  • •Proficiency with PC keyboard/software and basic computer applications (e.g., Microsoft Office), with ability to multitask under time constraints.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsClient relationship buildingMultitaskingRisk awareness
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