Universal Banker - Petersburg

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multi-tasking","Attention to detail","Compliance mindset"]

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. You’ll cross-train to support sales and service, including outbound calling, identifying client needs, and connecting clients to branch specialists. Educate customers on digital self-service solutions such as ATMs, Online and Mobile banking, and contribute to Integrated Relationship Management (IRM) activities and retail leadership routines. Ensure compliance with internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
23 hours ago

Universal Banker - Petersburg

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. You’ll cross-train to support sales and service, including outbound calling, identifying client needs, and connecting clients to branch specialists. Educate customers on digital self-service solutions such as ATMs, Online and Mobile banking, and contribute to Integrated Relationship Management (IRM) activities and retail leadership routines. Ensure compliance with internal controls, risk management, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining proper handling of assigned monies and records
  • •Deliver a distinctive client experience by engaging clients, facilitating courteous conversation, and handling complex or standardized transactions
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking
  • •Support sales activities through outbound calls, checking for client offers, identifying needs/opportunities, and referring to appropriate branch team members or specialists
  • •Adhere to internal controls, operational procedures, and risk management policies, staying current on policy and procedure changes
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education
  • •2 years of teller, cash handling, or client service experience
  • •6 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, including basic computer applications like Microsoft Office
  • •Ability to multi-task under time constraints
  • •Ability to work weekends and/or extended hours; ability to travel for temporary staffing needs
Experience:2+ yearsBankingCustomer service
Education:High School
Skills:Interpersonal communicationCustomer serviceMulti-taskingAttention to detailCompliance mindset
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboard

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