Universal Banker - East Sunrise - ***Spanish Speaking Preferred***

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multi-tasking","Attention to detail","Customer needs assessment"]

Provide efficient, accurate client transactions while delivering a high-quality customer experience. Educate clients on digital and self-service banking options and support sales outreach through outbound calls and identifying opportunities. Cross-trained to assist with Integrated Relationship Management activities, new account openings, and problem resolution. Maintain proper handling of funds, follow internal controls and risk policies, and complete ongoing sales, service, and product knowledge training.

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Truist Financial
Truist Financial
23 hours ago

Universal Banker - East Sunrise - ***Spanish Speaking Preferred***

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Provide efficient, accurate client transactions while delivering a high-quality customer experience. Educate clients on digital and self-service banking options and support sales outreach through outbound calls and identifying opportunities. Cross-trained to assist with Integrated Relationship Management activities, new account openings, and problem resolution. Maintain proper handling of funds, follow internal controls and risk policies, and complete ongoing sales, service, and product knowledge training.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide courteous client interaction and complete complex and standardized transactions while maintaining accurate records and proper handling of assigned monies.
  • •Educate clients on digital/self-service solutions such as ATMs, Online and Mobile banking.
  • •Support the sales process by participating in client outreach through outbound calls and referring or fulfilling client needs.
  • •Support Integrated Relationship Management (IRM) activities to deliver Truist solutions aligned to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; help with new account openings and problem resolution.
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 for branch automation and multi-task under time constraints.
Education:High School
Skills:Interpersonal communicationClient serviceMulti-taskingAttention to detailCustomer needs assessment
Languages:EnglishSpanish
Tech Stack:Microsoft OfficePC keyboardATMsOnline 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