Universal Banker - Part Time 20hrs - Pleasant Grove

Truist Financial
Dallas
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client engagement","Multi-tasking","Attention to detail","Risk awareness"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies. Deliver a high-quality client experience by identifying client financial needs, performing standardized and complex transactions as needed, and educating clients on digital self-service solutions (ATMs, Online, and Mobile banking). Support outbound calling and Integrated Relationship Management activities, assist with new account openings and problem resolution, and maintain compliance with internal controls and risk policies.

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Truist Financial
Truist Financial
17 hours ago

Universal Banker - Part Time 20hrs - Pleasant Grove

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies. Deliver a high-quality client experience by identifying client financial needs, performing standardized and complex transactions as needed, and educating clients on digital self-service solutions (ATMs, Online, and Mobile banking). Support outbound calling and Integrated Relationship Management activities, assist with new account openings and problem resolution, and maintain compliance with internal controls and risk policies.
Location: Dallas
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions timely and efficiently while maintaining accurate records and proper handling of assigned monies.
  • •Deliver a distinctive client experience through courteous communication and uncovering client needs during standardized and more complex transactions.
  • •Educate clients on digital self-service solutions, including ATMs, Online, and Mobile banking.
  • •Support sales activities through outbound calls and need-based referrals or fulfillment to branch teams or specialists.
  • •Follow internal controls, operational procedures, and risk management policies, and act as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionRsus

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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 and branch automation software skills; demonstrated proficiency in basic computer applications (including Microsoft Office).
Education:High School
Skills:Interpersonal communicationClient engagementMulti-taskingAttention to detailRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboardBranch automation software

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