Universal Banker Float- Charlotte West Area

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client service","Interpersonal communication","Attention to detail","Compliance mindset","Ability to follow instructions"]

Provide timely, accurate client transactions across multiple assigned branches as a Float Universal Banker. Deliver a consistent, high-quality client experience by engaging clients, completing complex and standardized services, and educating customers on digital self-service options like ATMs, online and mobile banking. Support referrals and team coverage through client servicing calls and routing needs to specialists, while following internal controls and risk-management policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
3 days ago

Universal Banker Float- Charlotte West Area

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Provide timely, accurate client transactions across multiple assigned branches as a Float Universal Banker. Deliver a consistent, high-quality client experience by engaging clients, completing complex and standardized services, and educating customers on digital self-service options like ATMs, online and mobile banking. Support referrals and team coverage through client servicing calls and routing needs to specialists, while following internal controls and risk-management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Travel to multiple assigned branches to support coverage in the designated area.
  • •Complete client transactions accurately while maintaining proper records and handling assigned monies.
  • •Educate clients on digital self-service solutions, including ATMs, Online Banking, and Mobile banking.
  • •Make client servicing calls and present client offers to identify needs, referrals, and opportunities.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •Proven and consistent proficiency in teller or cash handling or client service skills.
  • •Good interpersonal and communication skills, with a desire to interact with clients and prospects.
  • •Ability to use office equipment and perform basic mathematical functions.
  • •Availability to work Saturdays and/or extended hours.
Education:High School
Skills:Client serviceInterpersonal communicationAttention to detailCompliance mindsetAbility to follow instructions
Languages:English

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