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

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Client-focused mindset","Risk awareness"]

Provide timely, efficient processing of client transactions while maintaining accurate records and handling assigned funds. Deliver a high-quality client experience, identify client financial needs, and cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital, self-service banking options (ATMs, Online and Mobile). Adhere to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

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

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Provide timely, efficient processing of client transactions while maintaining accurate records and handling assigned funds. Deliver a high-quality client experience, identify client financial needs, and cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital, self-service banking options (ATMs, Online and Mobile). Adhere to 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 by engaging clients and performing complex and standardized transactions while uncovering needs
  • •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, identifying client needs/opportunities, and referring clients to specialists
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs
  • •Adhere to internal controls, operational procedures, and risk management policies, including serving as a secondary contact for new account openings and problem resolution
Travel: Low travel

Pay and Benefits

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 master PC keyboard/software skills and demonstrate proficiency in basic computer applications, such as Microsoft Office, while multitasking under time constraints
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingClient-focused mindsetRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile banking

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