Universal Banker - Northgate

Truist Financial
Durham
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Client service","Risk awareness","Compliance"]

Deliver timely, accurate client transaction service while maintaining proper records and secure handling of assigned monies. Provide an exceptional client experience, educate customers on digital self-service options (ATMs, Online and Mobile banking), and support sales/service outreach through outbound calling and identifying needs. Cross-train on branch activities, contribute to Integrated Relationship Management 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
3 days ago

Universal Banker - Northgate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 42 minutes agoStatus: Live

Job Summary

Deliver timely, accurate client transaction service while maintaining proper records and secure handling of assigned monies. Provide an exceptional client experience, educate customers on digital self-service options (ATMs, Online and Mobile banking), and support sales/service outreach through outbound calling and identifying needs. Cross-train on branch activities, contribute to Integrated Relationship Management routines, and follow internal controls, operational procedures, and risk management policies.
Location: Durham
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining accurate records and proper handling of assigned monies
  • •Deliver a distinctive client experience by engaging clients, performing complex/standardized transactions, and uncovering client needs
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking
  • •Support sales process through outbound calling, checking for client offers, identifying needs/opportunities, and referring clients to appropriate teams
  • •Follow internal controls, operational procedures, and risk management policies, and act as a secondary contact for new account openings and problem resolution
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid 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
  • •Ability to master PC keyboard and software skills, including basic Microsoft Office; ability to multi-task under time constraints
Experience:BankingTellerCustomer service
Education:High School
Skills:Interpersonal communicationMulti-taskingClient serviceRisk awarenessCompliance
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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