Universal Banker - Smyrna

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

Provide timely, accurate processing of client transactions while maintaining proper cash handling and records. Deliver a high-quality client experience, educate clients on digital self-service options like ATMs, online and mobile banking, and support outbound calling and Integrated Relationship Management (IRM). Cross-trained to assist with sales and service needs, handle new account openings and problem resolution, and follow internal controls, risk policies, and compliance procedures.

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Truist Financial
Truist Financial
1 week ago

Universal Banker - Smyrna

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper cash handling and records. Deliver a high-quality client experience, educate clients on digital self-service options like ATMs, online and mobile banking, and support outbound calling and Integrated Relationship Management (IRM). Cross-trained to assist with sales and service needs, handle new account openings and problem resolution, and follow internal controls, risk policies, and compliance procedures.
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, handling complex and standardized transactions, and uncovering client needs.
  • •Educate clients on digital self-service solutions, including ATMs, online and mobile banking.
  • •Support the team sales process through outbound calling, checking client offers, and identifying needs or opportunities.
  • •Support Integrated Relationship Management (IRM) to deliver tailored Truist expertise and solutions.
  • •Adhere to internal controls, operational procedures, and risk management policies, including compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

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 and branch automation software skills, including basic computer applications (e.g., Microsoft Office).
Education:High School
Skills:Interpersonal communicationClient serviceMulti-taskingRisk awareness
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingPC keyboardMicrosoft Office

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