Universal Banker - Indian Land

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Attention to detail","Risk compliance mindset"]

Provide timely, efficient client transaction processing while maintaining accurate records and exceptional service in the retail bank. Serve clients by understanding financial needs, performing complex and standardized transactions, and educating customers on digital self-service options like ATMs, online, and mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities, help with new account openings and problem resolution, and follow internal controls and risk policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
3 days ago

Universal Banker - Indian Land

✓ Verified Job

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

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

Job Summary

Provide timely, efficient client transaction processing while maintaining accurate records and exceptional service in the retail bank. Serve clients by understanding financial needs, performing complex and standardized transactions, and educating customers on digital self-service options like ATMs, online, and mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities, help with new account openings and problem resolution, and follow internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper handling of assigned monies and records.
  • •Provide a distinctive client experience through courteous conversation and by uncovering client needs during both standardized and complex transactions.
  • •Educate clients on digital self-service solutions, including ATMs, online, and mobile banking, to enhance the service experience.
  • •Support outbound calling and sales/service activities by identifying client needs or opportunities and referring to appropriate specialists.
  • •Follow internal controls, operational procedures, and risk management policies, and serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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
  • •Proficiency with PC keyboard/software skills and basic computer applications, including Microsoft Office
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingAttention to detailRisk compliance mindset
Languages:English
Tech Stack:PCMicrosoft 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
WebsiteLinkedIn