Universal Banker - Rockwall

Truist Financial
Texas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer focus","Multi-tasking","Risk awareness","Attention to detail"]

Handle client transactions with accuracy while delivering an outstanding in-branch experience. Cross-train to support sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM). Educate clients on digital self-service options such as ATMs, Online and Mobile banking, and serve as a secondary contact for new account openings and problem resolution. Follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 months ago

Universal Banker - Rockwall

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Handle client transactions with accuracy while delivering an outstanding in-branch experience. Cross-train to support sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM). Educate clients on digital self-service options such as ATMs, Online and Mobile banking, and serve as a secondary contact for new account openings and problem resolution. Follow internal controls, operational procedures, and risk management policies.
Location: Texas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a consistent client experience by completing complex and standardized transactions and identifying client needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calling and identifying opportunities by fulfilling needs or referring clients appropriately.
  • •Support Integrated Relationship Management (IRM) by delivering Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; assist with new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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.
  • •Proficiency with basic computer applications, including Microsoft Office; ability to multi-task and handle time constraints.
Experience:BankingFinancial servicesCustomer service
Education:High School
Skills:Interpersonal communicationCustomer focusMulti-taskingRisk awarenessAttention to detail
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