Universal Banker - Amelia Island

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client service","Risk awareness"]

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by understanding financial needs and offering cross-trained support for sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions like ATMs, Online and Mobile banking, support new account openings, and follow internal controls, risk management, and compliance procedures.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
15 hours ago

Universal Banker - Amelia Island

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by understanding financial needs and offering cross-trained support for sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions like ATMs, Online and Mobile banking, support new account openings, and follow internal controls, risk management, and compliance procedures.
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 completing complex and standardized transactions and engaging clients with courteous conversation.
  • •Educate clients on digital self-service solutions including ATMs, Online banking, and Mobile banking.
  • •Support the team sales process by participating in client outreach through outbound calls, identifying needs/offers, and referring to branch specialists as needed.
  • •Contribute to Integrated Relationship Management (IRM) by delivering Truist expertise and solutions aligned to client needs.
  • •Follow internal controls, operational procedures, and risk management policies while serving as a secondary contact for new account openings and problem resolution.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick Days

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/software skills for branch automation, including basic computer applications such as Microsoft Office, and multi-task under time constraints.
Experience:BankingClient service
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient serviceRisk awareness
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline bankingMobile bankingWeb-based learning

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