Universal Banker PT (20hrs) - Crest Plaza

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

Provide timely, accurate service for client transactions and maintain proper handling of funds while delivering a consistent, high-quality customer experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options such as ATMs, Online and Mobile banking, assist with new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 days ago

Universal Banker PT (20hrs) - Crest Plaza

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide timely, accurate service for client transactions and maintain proper handling of funds while delivering a consistent, high-quality customer experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options such as ATMs, Online and Mobile banking, assist with new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience while completing complex and standardized transactions and maintaining accurate records.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the team sales process by participating in outbound calling, checking offers, and identifying needs or referring to branch specialists.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid 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 and software skills for branch automation
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient serviceRisk awareness
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboardIntegrated Relationship Management (IRM)

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