Universal Banker - Highway 17 South

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Attention to detail","Multi-tasking","Risk/compliance awareness"]

Provide timely, accurate processing of client transactions and maintain proper handling of assigned monies while delivering a high-quality client experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options such as ATMs and online/mobile banking, assist with new account openings and issue resolution, and comply with internal controls, operational procedures, and risk policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Highway 17 South

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

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

Job Summary

Provide timely, accurate processing of client transactions and maintain proper handling of assigned monies while delivering a high-quality client experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options such as ATMs and online/mobile banking, assist with new account openings and issue resolution, and comply with internal controls, operational procedures, and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a consistent, positive client experience by completing complex and standardized transactions accurately and courteously.
  • •Educate clients on digital self-service solutions including ATMs, online banking, and mobile banking.
  • •Support the team sales process through outbound calls, identifying client needs/opportunities, and referring clients to appropriate team members.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions to clients’ needs.
  • •Follow internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionEquity

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 (e.g., Microsoft Office).
Experience:BankingClient serviceCash handlingRetail banking
Education:High School
Skills:Interpersonal communicationClient serviceAttention to detailMulti-taskingRisk/compliance awareness
Languages:English
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