Universal Banker - 20 hr - Treasure Coast Area

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Interpersonal skills","Multi-tasking","Client service orientation","Risk compliance awareness"]

Provide accurate, timely completion of client transactions while delivering a high-quality customer experience. Cross-trained to support sales and service, you’ll conduct complex and standardized transactions, educate clients on digital self-service options (ATMs, Online and Mobile banking), and perform outbound calling to identify needs and opportunities. You’ll support Integrated Relationship Management (IRM), participate in retail leadership routines, and follow internal controls, operational procedures, and risk management policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
15 hours ago

Universal Banker - 20 hr - Treasure Coast Area

✓ 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 accurate, timely completion of client transactions while delivering a high-quality customer experience. Cross-trained to support sales and service, you’ll conduct complex and standardized transactions, educate clients on digital self-service options (ATMs, Online and Mobile banking), and perform outbound calling to identify needs and opportunities. You’ll support Integrated Relationship Management (IRM), participate in retail leadership routines, and follow internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a consistent, client-focused experience while completing transactions and maintaining accurate records of monies.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calling to check for offers and identify client needs or opportunities.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Follow internal controls, operational procedures, and risk management policies; support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

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 software skills for branch automation and work weekends/extended hours with occasional travel.
Experience:2+ yearsBankingFinancial servicesClient service
Education:High School
Skills:CommunicationInterpersonal skillsMulti-taskingClient service orientationRisk compliance awareness
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboardBranch automation

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