Universal Banker - 20hr - Poincina

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

Handle client transactions accurately and efficiently while maintaining proper records and cash handling. Deliver a high-quality client experience by engaging clients, completing complex/standard transactions, and educating customers on digital self-service tools like ATMs and Online/Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities by identifying needs and routing or referring clients to the right teams.

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Truist Financial
Truist Financial
4 days ago

Universal Banker - 20hr - Poincina

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Handle client transactions accurately and efficiently while maintaining proper records and cash handling. Deliver a high-quality client experience by engaging clients, completing complex/standard transactions, and educating customers on digital self-service tools like ATMs and Online/Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities by identifying needs and routing or referring clients to the right teams.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions timely and accurately while maintaining records and properly handling monies assigned
  • •Provide a client experience through courteous conversation and transaction completion while uncovering client needs
  • •Educate clients on digital self-service solutions such as ATMs and Online/Mobile banking
  • •Support the sales process through outbound calls, identifying client needs/offers, and referring clients to appropriate teams
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance
Travel: Low 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
  • •Ability to master PC keyboard/software skills and basic computer applications (including Microsoft Office)
Education:High School
Skills:Interpersonal skillsCommunicationMulti-tasking
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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