Universal Banker (Saturday Required) - Bailey's Crossroads

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client service","Attention to detail"]

Provide timely, accurate handling of client transactions while delivering a superior client experience. Educate clients on digital self-service options like ATMs, Online and Mobile banking, and support outbound calling to uncover needs and opportunities. Cross-train to assist sales and service activities, contribute to Integrated Relationship Management (IRM) efforts, and follow internal controls, risk management, and branch procedures. Serve as a secondary contact for new account openings and issue resolution.

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Truist Financial
Truist Financial
1 day ago

Universal Banker (Saturday Required) - Bailey's Crossroads

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate handling of client transactions while delivering a superior client experience. Educate clients on digital self-service options like ATMs, Online and Mobile banking, and support outbound calling to uncover needs and opportunities. Cross-train to assist sales and service activities, contribute to Integrated Relationship Management (IRM) efforts, and follow internal controls, risk management, and branch procedures. Serve as a secondary contact for new account openings and issue resolution.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Process complex and standardized client transactions while maintaining accurate records and proper handling of assigned monies.
  • •Engage clients with courteous conversation and a consistent service level by uncovering client needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support sales through outbound calling and identifying client needs/opportunities, referring to appropriate branch team members or specialists.
  • •Adhere to internal controls, operational procedures, and risk management policies; participate in leadership routines and ongoing training.
Travel: Medium travel

Pay and Benefits

Salary: USD 45,760 - 54,500 annually
Perks:Health InsuranceDentalVision401kPaid HolidaysPaid Leave

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 (Microsoft Office)
Experience:BankingTellerCustomer serviceSales
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient serviceAttention to detail
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