Universal Banker (Saturday Required) - Highway 17 South

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer service orientation","Attention to detail"]

Provide efficient, accurate processing of client transactions while maintaining proper handling of assigned monies and service records. Deliver a high-quality client experience by identifying financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM) activities. Cross-train to support sales and service, help with new account openings and problem resolution, and follow internal controls and risk management policies.

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Truist Financial
Truist Financial
4 days ago

Universal Banker (Saturday Required) - Highway 17 South

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Provide efficient, accurate processing of client transactions while maintaining proper handling of assigned monies and service records. Deliver a high-quality client experience by identifying financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM) activities. Cross-train to support sales and service, help with new account openings and problem resolution, and follow internal controls and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Process client transactions timely and accurately while maintaining proper records and handling assigned monies.
  • •Engage clients to deliver a distinctive experience by facilitating courteous conversations and completing complex or standardized transactions.
  • •Educate clients on digital self-service solutions, including ATMs and Online/Mobile banking, to improve their service experience.
  • •Support the sales process by participating in client outreach via outbound calls and referring opportunities to appropriate branch team members or specialists.
  • •Follow internal controls, operational procedures, and risk management policies; participate in leadership routines and training to advance knowledge and support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

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 and demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:BankingTellerCash handlingClient serviceSalesDigital banking
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer service orientationAttention to detail
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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