Universal Banker - Marumsco Plaza

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multitasking","Risk awareness","Compliance mindset"]

Provide timely, accurate completion of client banking transactions while maintaining proper handling of assigned monies and supporting a distinctive client experience. Cross-trained to assist with outbound calling, educate clients on digital self-service options (ATMs, Online and Mobile banking), and support Integrated Relationship Management to deliver Truist expertise. Help with new account openings, problem resolution, and branch risk/compliance practices through ongoing product and operational training.

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Truist Financial
Truist Financial
5 days ago

Universal Banker - Marumsco Plaza

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Source: Company careers pageValidated by: Fursa AI
Last checked: 40 minutes agoStatus: Live

Job Summary

Provide timely, accurate completion of client banking transactions while maintaining proper handling of assigned monies and supporting a distinctive client experience. Cross-trained to assist with outbound calling, educate clients on digital self-service options (ATMs, Online and Mobile banking), and support Integrated Relationship Management to deliver Truist expertise. Help with new account openings, problem resolution, and branch risk/compliance practices through ongoing product and operational training.
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 efficiently and accurately while maintaining thorough records and proper handling of assigned monies.
  • •Engage clients to understand financial needs, provide a distinctive client experience, and uncover needs during transactions.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking for client offers, and referring clients to appropriate branch team members or specialists.
  • •Adhere to internal controls, operational procedures, and risk management policies; support new account openings and problem resolution as a secondary contact.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 54,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionRsus

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 for branch automation and demonstrate proficiency in basic computer applications, including Microsoft Office.
Experience:Banking
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingRisk awarenessCompliance mindset
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC 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