Universal Banker (Saturday required) - Willow Street

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking"]

Provide timely, accurate processing of client transactions while delivering a high-quality banking experience. Cross-train to support sales and service efforts, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital and self-service solutions like ATMs, Online, and Mobile banking. Handle account openings and issue resolution, while adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Universal Banker (Saturday required) - Willow Street

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality banking experience. Cross-train to support sales and service efforts, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital and self-service solutions like ATMs, Online, and Mobile banking. Handle account openings and issue resolution, while adhering to 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 a distinctive client experience by facilitating courteous conversation and completing standardized and complex transactions with accurate recordkeeping
  • •Educate clients on digital, self-service solutions including ATMs and Online/Mobile banking
  • •Support sales by participating in client outreach via outbound calls, identifying client needs, and referring to appropriate specialists
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise tailored to client needs
  • •Adhere to internal controls, operational procedures, and risk management policies while supporting account openings and problem resolution
Travel: Low travel

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 and software skills for branch automation and multi-task under time constraints
Experience:BankingRetail banking
Education:High School
Skills:Interpersonal skillsCommunicationMultitasking
Languages:English
Tech Stack:Microsoft OfficePC keyboardPC software

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