Universal Banker- Boonsboro

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client focus","Multi-tasking","Risk awareness","Customer service orientation"]

Provide timely, accurate processing of client transactions while delivering a superior customer experience. Cross-trained to support sales and service activities, you will educate clients on digital self-service options (ATMs, Online and Mobile banking), conduct outbound calls, and help identify needs and opportunities. Serve as a secondary contact for new account openings and problem resolution, following internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
3 days ago

Universal Banker- Boonsboro

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a superior customer experience. Cross-trained to support sales and service activities, you will educate clients on digital self-service options (ATMs, Online and Mobile banking), conduct outbound calls, and help identify needs and opportunities. Serve as a secondary contact for new account openings and problem resolution, following internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide courteous client service and complete complex and standardized transactions while maintaining accurate records and handling assigned monies properly.
  • •Educate clients on digital self-service solutions such as ATMs, Online banking, and Mobile banking.
  • •Support the team sales process through outbound calls and referral/fulfillment of client needs or opportunities.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • •Follow internal controls, operational procedures, and risk management policies while supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 for interacting with clients and prospects.
  • •Ability to master PC keyboard/software skills and demonstrated proficiency in basic computer applications (Microsoft Office).
Education:High School
Skills:Interpersonal communicationClient focusMulti-taskingRisk awarenessCustomer service orientation
Languages:English
Tech Stack:Microsoft OfficePC

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