Universal Banker - Part Time 20hrs - Wylie (DeNovo)

Truist Financial
Texas
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multitasking","Risk awareness"]

Provide efficient, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a high-quality customer experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) support. Educate clients on digital self-service solutions like ATMs and Online/Mobile banking, assist with new account openings and issue resolution, and follow internal controls and risk management policies.

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Truist Financial
Truist Financial
1 month ago

Universal Banker - Part Time 20hrs - Wylie (DeNovo)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 days agoStatus: Live

Job Summary

Provide efficient, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a high-quality customer experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) support. Educate clients on digital self-service solutions like ATMs and Online/Mobile banking, assist with new account openings and issue resolution, and follow internal controls and risk management policies.
Location: Texas
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by conducting complex and standardized transactions while engaging clients and uncovering needs.
  • •Educate clients on digital, self-service solutions including ATMs and Online and Mobile banking.
  • •Support the team sales process via outbound calls, checking for client offers, and identifying needs or opportunities.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • •Follow internal controls, operational procedures, and risk management policies, including compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 (Microsoft Office), and multi-task under time constraints.
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMultitaskingRisk awareness
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