Truist Financial

3 weeks ago

Universal Banker PT/20 - Miami Beach South

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Cross-train to support sales and service, including outbound calling and assisting Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options such as ATMs and Online/Mobile banking. Serve as a secondary contact for new account openings and problem resolution, while adhering to internal controls, operational procedures, and risk management policies.

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide a distinctive client experience by handling complex and standardized transactions and uncovering client needs.
•Educate clients on digital self-service solutions, including ATMs and Online/Mobile banking.
•Support the team sales process via outbound calls, identifying client needs or offers, and referring clients to specialists as needed.
•Assist with Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
•Adhere to internal controls, operational procedures, and risk management policies, including serving as secondary contact for new account openings and resolutions.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

Key Requirements

•High school diploma or equivalent education.
•Two years of teller, cash handling, or client service experience.
•At least 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 multitask under time constraints.

Experience:2+ yearsBanking

Education:High School

Skills:Interpersonal communicationCustomer serviceMulti-taskingRisk 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

3 weeks ago

Universal Banker PT/20 - Miami Beach South

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide a distinctive client experience by handling complex and standardized transactions and uncovering client needs.
•Educate clients on digital self-service solutions, including ATMs and Online/Mobile banking.
•Support the team sales process via outbound calls, identifying client needs or offers, and referring clients to specialists as needed.
•Assist with Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
•Adhere to internal controls, operational procedures, and risk management policies, including serving as secondary contact for new account openings and resolutions.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

Key Requirements

•High school diploma or equivalent education.
•Two years of teller, cash handling, or client service experience.
•At least 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 multitask under time constraints.

Experience:2+ yearsBanking

Education:High School

Skills:Interpersonal communicationCustomer serviceMulti-taskingRisk 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