Universal Banker - Emerald Coast Parkway

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer focus","Multitasking","Compliance mindset"]

Provide timely, efficient client transaction processing while maintaining accurate records and secure handling of cash. Deliver a high-quality customer experience by identifying client needs, educating customers on digital self-service tools (ATMs, Online and Mobile Banking), and supporting sales outreach through outbound calls. Support Integrated Relationship Management (IRM) activities, assist with new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 months ago

Universal Banker - Emerald Coast Parkway

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide timely, efficient client transaction processing while maintaining accurate records and secure handling of cash. Deliver a high-quality customer experience by identifying client needs, educating customers on digital self-service tools (ATMs, Online and Mobile Banking), and supporting sales outreach through outbound calls. Support Integrated Relationship Management (IRM) activities, assist with new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Process complex and standardized client transactions accurately while maintaining proper handling of assigned monies and records.
  • •Educate clients on digital self-service solutions such as ATMs, Online, and Mobile banking.
  • •Support sales outreach via outbound calls, identifying client offers and needs, and referring to appropriate specialists.
  • •Contribute to Integrated Relationship Management (IRM) by delivering Truist expertise and solutions aligned to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid HolidaysSick DaysPaid 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, demonstrate basic computer proficiency (e.g., Microsoft Office), and multi-task under time constraints.
Experience:2+ yearsBankingClient serviceTellerCash handlingSales
Education:High School
Skills:Interpersonal skillsCommunicationCustomer focusMultitaskingCompliance mindset
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