Universal Banker - University & Honore

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies. Deliver a high-quality client experience by identifying financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting sales through outbound calling and referrals. Support Integrated Relationship Management (IRM), new account openings, problem resolution, and retail community leadership routines while adhering to controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
23 hours ago

Universal Banker - University & Honore

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 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 financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting sales through outbound calling and referrals. Support Integrated Relationship Management (IRM), new account openings, problem resolution, and retail community leadership routines while adhering to controls, operational procedures, and risk management policies.
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 client transactions while maintaining accurate records.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the sales process by participating in client outreach through outbound calls and identifying client needs and opportunities.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies while serving as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionEquity

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).
Education:High School
Skills:Interpersonal skillsCommunicationMultitasking
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC 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