Truist Financial

2 days ago

Universal Banker - Club Drive

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Provide timely, accurate client transaction processing while delivering a high-quality, client-first experience. Educate customers on digital banking options like ATMs, Online, and Mobile banking. Support sales outreach through outbound calling and referral of client needs using Integrated Relationship Management (IRM). Maintain operational controls, risk management, and branch procedures, and participate in ongoing product and service training.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Process client transactions efficiently while maintaining accurate records and handling assigned monies appropriately.
•Deliver superior client service by engaging clients, uncovering needs, and performing complex transactions with assistance as needed.
•Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
•Support the team sales process through outbound calls, identifying client needs/opportunities, and referring clients to branch team members or specialists.
•Adhere to internal controls, operational procedures, and risk management policies, including assisting with new account openings and problem resolution.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 for branch automation and demonstrate proficiency in basic computer applications, such as Microsoft Office.

Education:High School

Skills:InterpersonalCommunicationMultitaskingCustomer serviceRisk awareness

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

Website LinkedIn

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Truist Financial

2 days ago

Universal Banker - Club Drive

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Process client transactions efficiently while maintaining accurate records and handling assigned monies appropriately.
•Deliver superior client service by engaging clients, uncovering needs, and performing complex transactions with assistance as needed.
•Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
•Support the team sales process through outbound calls, identifying client needs/opportunities, and referring clients to branch team members or specialists.
•Adhere to internal controls, operational procedures, and risk management policies, including assisting with new account openings and problem resolution.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 for branch automation and demonstrate proficiency in basic computer applications, such as Microsoft Office.

Education:High School

Skills:InterpersonalCommunicationMultitaskingCustomer serviceRisk awareness

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

Website LinkedIn