Universal Banker - Chevy Chase Lake

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking"]

Handle client transactions with accuracy while delivering a high-quality, client-first experience in a retail banking branch. Educate customers on digital and self-service banking tools such as ATMs, online and mobile banking. Support outbound calling and integrated relationship management by identifying needs, qualifying opportunities, and referring clients to specialists. Perform new account openings and problem resolution while following internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Chevy Chase Lake

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Handle client transactions with accuracy while delivering a high-quality, client-first experience in a retail banking branch. Educate customers on digital and self-service banking tools such as ATMs, online and mobile banking. Support outbound calling and integrated relationship management by identifying needs, qualifying opportunities, and referring clients to specialists. Perform new account openings and problem resolution while following internal controls, risk management, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide timely and efficient completion of client transactions and maintain accurate records while delivering a consistent, courteous client experience.
  • •Educate clients on digital self-service solutions including ATMs, online and mobile banking.
  • •Support the team sales process via outbound calls, identifying client offers and needs, and referring clients as appropriate.
  • •Apply Integrated Relationship Management (IRM) practices to deliver Truist expertise and solutions.
  • •Follow internal controls, operational procedures, risk management policies, and serve as a secondary contact for new account openings and problem resolution.
Travel: Medium travel

Pay and Benefits

Salary: USD 45,760 - 54,500 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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 use personal computer (PC) keyboard/software for branch automation, multi-task under time constraints, and work weekends/extended hours with occasional travel.
Education:High School
Skills:Interpersonal skillsCommunicationMultitasking
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft Office

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