Universal Banker (Saturdays required) - Bridgewater

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Customer-focused service","Compliance mindset"]

Deliver timely, accurate client transactions while maintaining proper handling of assigned monies and records. Provide a high-quality client experience by engaging clients, completing complex and standardized services, and educating customers on digital self-service options like ATMs and online/mobile banking. Support branch sales through outbound calling and identifying opportunities, assist with integrated relationship management, and participate in retail community leadership routines while following controls, operational procedures, and risk policies.

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Truist Financial
Truist Financial
4 days ago

Universal Banker (Saturdays required) - Bridgewater

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Deliver timely, accurate client transactions while maintaining proper handling of assigned monies and records. Provide a high-quality client experience by engaging clients, completing complex and standardized services, and educating customers on digital self-service options like ATMs and online/mobile banking. Support branch sales through outbound calling and identifying opportunities, assist with integrated relationship management, and participate in retail community leadership routines while following controls, operational procedures, and risk 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 engaging clients and completing complex and standardized transactions with accurate records.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the sales process via outbound calls, checking for client offers, identifying needs/opportunities, and referring or fulfilling requests.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for client needs.
  • •Follow internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401k PlanPaid LeaveSick DaysPaid HolidaysPension PlanRsus

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/software skills for branch automation (including Microsoft Office) and multitask under time constraints
Experience:BankingClient serviceSales
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingCustomer-focused serviceCompliance mindset
Languages:English
Tech Stack:Microsoft 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