Universal Banker - Newmarket South

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Customer service orientation"]

Provide timely, accurate completion of client transactions while delivering a high-quality retail banking experience. Cross-trained to support sales and service, including outbound calling to identify client needs, offers, and referrals. Educate clients on digital self-service tools like ATMs, Online and Mobile banking, and support Integrated Relationship Management (IRM) through established retail leadership routines. Maintain compliance with internal controls, risk management policies, and branch operational procedures.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Newmarket South

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

Job Summary

Provide timely, accurate completion of client transactions while delivering a high-quality retail banking experience. Cross-trained to support sales and service, including outbound calling to identify client needs, offers, and referrals. Educate clients on digital self-service tools like ATMs, Online and Mobile banking, and support Integrated Relationship Management (IRM) through established retail leadership routines. Maintain compliance with internal controls, risk management policies, and branch operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide courteous, engaging client service and complete complex and standardized transactions while maintaining accurate records and handling assigned monies properly.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking to improve their banking experience.
  • •Support the team sales process by participating in outbound client outreach, checking for client offers, and identifying needs or opportunities via referrals.
  • •Contribute to Integrated Relationship Management (IRM) by delivering Truist expertise and solutions for clients’ unique needs.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance; serve as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
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
  • •Ability to master PC keyboard/software skills and basic computer applications (e.g., Microsoft Office)
Experience:Retail banking
Education:High School
Skills:Interpersonal communicationMulti-taskingCustomer service orientation
Languages:English
Tech Stack:Microsoft OfficeATMsOnline 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