Universal Banker - Houston - Bellaire

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client service","Risk awareness"]

Provide timely, accurate client transactions and maintain proper handling of assigned funds while delivering a consistent, high-quality client experience. Cross-trained for sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM). Educate clients on digital self-service solutions like ATMs, Online and Mobile Banking, support new account openings and problem resolution, and adhere to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
22 hours ago

Universal Banker - Houston - Bellaire

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

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

Job Summary

Provide timely, accurate client transactions and maintain proper handling of assigned funds while delivering a consistent, high-quality client experience. Cross-trained for sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM). Educate clients on digital self-service solutions like ATMs, Online and Mobile Banking, support new account openings and problem resolution, and adhere to internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions while maintaining accurate records and proper handling of monies.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support outbound calling and the team sales process by identifying client needs and referring or fulfilling opportunities.
  • •Ensure delivery of Truist expertise through Integrated Relationship Management (IRM) for clients’ unique needs.
  • •Adhere to 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 demonstrate proficiency in basic computer applications such as Microsoft Office.
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient serviceRisk awareness
Languages:English
Tech Stack:PCMicrosoft 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