Truist Financial

2 weeks ago

Universal Banker - Coronado Beach

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Provide timely, accurate client transactions and an excellent in-branch experience while maintaining proper handling of assigned monies. Educate clients on digital self-service solutions (ATMs, Online and Mobile banking) and support outbound outreach to identify offers and opportunities. Partner with the branch team to advance Integrated Relationship Management (IRM) and help with new account openings and issue resolution, while adhering to internal controls and risk policies.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Complete client transactions accurately and efficiently while maintaining thorough records and proper handling of assigned funds.
•Provide a high-quality client experience through courteous conversation and identifying client needs during standardized and more complex transactions.
•Educate clients on digital, self-service solutions such as ATMs, Online banking, and Mobile banking.
•Support the sales process through outbound calls, identifying client offers and opportunities, and referring clients to appropriate specialists or branch team members.
•Adhere to internal controls, operational procedures, and risk management policies; act as secondary contact for new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

•High school diploma or equivalent education.
•Two years of teller, 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 a personal computer (PC) keyboard and branch automation software; capable of multi-tasking under time constraints.

Experience:2+ years

Education:High School

Skills:CommunicationInterpersonal skillsCustomer serviceMultitasking

Languages:English

Tech Stack:Microsoft OfficePC

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Truist Financial

2 weeks ago

Universal Banker - Coronado Beach

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Complete client transactions accurately and efficiently while maintaining thorough records and proper handling of assigned funds.
•Provide a high-quality client experience through courteous conversation and identifying client needs during standardized and more complex transactions.
•Educate clients on digital, self-service solutions such as ATMs, Online banking, and Mobile banking.
•Support the sales process through outbound calls, identifying client offers and opportunities, and referring clients to appropriate specialists or branch team members.
•Adhere to internal controls, operational procedures, and risk management policies; act as secondary contact for new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

•High school diploma or equivalent education.
•Two years of teller, 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 a personal computer (PC) keyboard and branch automation software; capable of multi-tasking under time constraints.

Experience:2+ years

Education:High School

Skills:CommunicationInterpersonal skillsCustomer serviceMultitasking

Languages:English

Tech Stack:Microsoft OfficePC

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

Website LinkedIn