Universal Banker (Saturdays Required) - Piedmont Drive

Truist Financial
United States
Full timeUSD 45,760 - 51,250 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Client interaction","Compliance awareness"]

Provide timely, accurate transaction processing and high-quality client service while maintaining proper handling of assigned funds. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital and self-service banking options, help with new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies. Participate in leadership routines and ongoing product/knowledge training.

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Truist Financial
Truist Financial
2 days ago

Universal Banker (Saturdays Required) - Piedmont Drive

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Provide timely, accurate transaction processing and high-quality client service while maintaining proper handling of assigned funds. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital and self-service banking options, help with new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies. Participate in leadership routines and ongoing product/knowledge training.
Location: United States
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience while completing complex and standardized transactions and maintaining accurate records of all monies assigned.
  • •Educate clients on digital and self-service solutions (ATMs, Online, and Mobile banking) to enhance their service experience.
  • •Support the team sales process via outbound calls, checking client offers, identifying needs/opportunities, and referring clients to appropriate team members.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Follow internal controls, operational procedures, and risk management policies, including serving as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,250 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionEquityRemote Work

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 software skills (including Microsoft Office) and multi-task under time constraints.
Experience:BankingTellerCash handlingClient serviceSales
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient interactionCompliance awareness
Languages:English
Tech Stack:Microsoft OfficePC keyboardOnline 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