Universal Banker - Nocatee

Truist Financial
Florida
Full timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Client service orientation"]

Provide timely, accurate processing of client transactions while maintaining proper handling of funds and detailed records. Deliver superior client service by understanding financial needs and offering digital self-service education (ATMs, online and mobile banking). Cross-train to support sales, including outbound calling for opportunities and integrated relationship management. Assist with new account openings and issue resolution while adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Nocatee

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of funds and detailed records. Deliver superior client service by understanding financial needs and offering digital self-service education (ATMs, online and mobile banking). Cross-train to support sales, including outbound calling for opportunities and integrated relationship management. Assist with new account openings and issue resolution while adhering to internal controls, operational procedures, and risk management policies.
Location: Florida
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and engaging clients in courteous conversation.
  • •Educate clients on digital self-service solutions including ATMs, online banking, and mobile banking.
  • •Support the sales process via outbound calls, checking for client offers, and identifying needs or referring clients to specialists.
  • •Contribute to integrated relationship management (IRM) activities to deliver Truist expertise and solutions.
  • •Adhere to internal controls, operational procedures, and risk management policies to maintain compliance.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceDisability

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 and branch automation software skills
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingClient service orientation
Languages:English
Tech Stack:Microsoft Office

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