Universal Banker - Truist Place

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Interpersonal communication","Client interaction","Multitasking","Attention to detail","Customer service"]

Provide timely, accurate completion of client banking transactions while maintaining proper records and handling assigned funds. Deliver a high-quality client experience by understanding needs, educating clients on digital self-service solutions (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist sales and service, follow risk and compliance controls, and help with new account openings and problem resolution based on branch demands.

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Truist Financial
Truist Financial
20 hours ago

Universal Banker - Truist Place

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client banking transactions while maintaining proper records and handling assigned funds. Deliver a high-quality client experience by understanding needs, educating clients on digital self-service solutions (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist sales and service, follow risk and compliance controls, and help with new account openings and problem resolution based on branch demands.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and uncovering client needs while maintaining service quality.
  • •Educate clients on digital, self-service solutions including ATMs, Online banking, and Mobile banking.
  • •Support outbound calling and the sales process by identifying opportunities and referring clients to appropriate branch team members or specialists.
  • •Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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
  • •Ability to master PC keyboard/software skills and basic computer applications (e.g., Microsoft Office)
Experience:2+ years
Skills:Interpersonal communicationClient interactionMultitaskingAttention to detailCustomer service
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