Universal Banker- Eldersburg

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 52,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Client service orientation"]

Deliver timely, accurate client transactions while maintaining proper handling of funds and records. Provide a high-quality client experience by uncovering needs, educating clients on digital self-service options (ATMs, Online and Mobile Banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-train to assist with sales and service activities, support new account openings and problem resolution, and consistently follow risk management and internal control procedures.

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Truist Financial
Truist Financial
3 days ago

Universal Banker- Eldersburg

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

Job Summary

Deliver timely, accurate client transactions while maintaining proper handling of funds and records. Provide a high-quality client experience by uncovering needs, educating clients on digital self-service options (ATMs, Online and Mobile Banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-train to assist with sales and service activities, support new account openings and problem resolution, and consistently follow risk management and internal control 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 completing complex and standardized transactions and maintaining accurate records.
  • •Educate clients on digital, self-service solutions such as ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, and identifying needs or opportunities.
  • •Support Integrated Relationship Management (IRM) by delivering Truist expertise and solutions for client needs.
  • •Follow internal controls, operational procedures, and risk management policies; assist with new account openings and issue resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 52,500 annually
Equity and Bonus:Equity
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 work with basic computer applications (e.g., Microsoft Office).
Experience:BankingClient service
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient service orientation
Languages:English
Tech Stack:Microsoft OfficePCATMsOnline 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