Universal Banker (Part time 20 Hrs) - Wise

Truist Financial
United States
Workplace: OnsitePart timeUSD 22 - 25 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multitasking","Attention to detail","Risk awareness"]

Provide timely, efficient completion of client transactions while maintaining accurate records and handling client funds properly. Deliver a superior customer experience by uncovering client needs, educating clients on digital self-service banking, and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist with sales and service, serve as a secondary contact for new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Universal Banker (Part time 20 Hrs) - Wise

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 minutes agoStatus: Live

Job Summary

Provide timely, efficient completion of client transactions while maintaining accurate records and handling client funds properly. Deliver a superior customer experience by uncovering client needs, educating clients on digital self-service banking, and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist with sales and service, serve as a secondary contact for 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: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions while uncovering client needs.
  • •Educate clients on digital self-service solutions such as ATMs and Online/Mobile banking.
  • •Support sales by participating in outbound calling, checking client offers, and referring clients or opportunities to appropriate teams.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
  • •Serve as secondary contact for new account openings and problem resolution and handle work based on branch demands.
Travel: Low travel

Pay and Benefits

Salary: USD 22 - 25 hourly
Perks:Health InsuranceDentalVision401kPaid 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 master PC keyboard/software skills and basic computer applications (Microsoft Office)
Experience:BankingClient serviceTeller
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingAttention to detailRisk awareness
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
WebsiteLinkedIn