Universal Banker- Princeton WV

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer focus","Multitasking","Risk awareness"]

Provide timely, accurate client transactions while maintaining proper handling of funds and detailed records. Deliver a high-quality client experience by understanding financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting sales through outbound calls and offer/client need discovery. Cross-trained to assist with sales and service activities, participate in relationship management routines, and follow internal controls, procedures, and risk policies.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker- Princeton WV

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate client transactions while maintaining proper handling of funds and detailed records. Deliver a high-quality client experience by understanding financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting sales through outbound calls and offer/client need discovery. Cross-trained to assist with sales and service activities, participate in relationship management routines, and follow internal controls, procedures, and risk policies.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper records and handling assigned monies.
  • •Deliver a distinctive client experience by engaging clients, facilitating courteous conversations, and uncovering needs during standardized or more complex transactions.
  • •Educate clients on digital self-service solutions, including ATMs and Online/Mobile banking.
  • •Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities by fulfilling or referring clients.
  • •Adhere to 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

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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 for branch automation and demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:BankingClient serviceSales
Education:High School
Skills:Interpersonal skillsCommunicationCustomer focusMultitaskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline bankingMobile banking

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