Universal Banker - Cobb / Cherokee Area

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multi-tasking","Client relationship building","Attention to detail"]

Handle client transactions accurately while providing a high-quality, relationship-focused banking experience. Educate customers on digital self-service options like ATMs and online/mobile banking, and support sales through outbound calling and identifying customer needs. Serve as a secondary contact for new account openings and issue resolution, while staying aligned with Integrated Relationship Management (IRM), internal controls, and risk management policies.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Cobb / Cherokee Area

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Handle client transactions accurately while providing a high-quality, relationship-focused banking experience. Educate customers on digital self-service options like ATMs and online/mobile banking, and support sales through outbound calling and identifying customer needs. Serve as a secondary contact for new account openings and issue resolution, while staying aligned with Integrated Relationship Management (IRM), internal controls, and risk management policies.
Location: United States
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging customers and completing complex and standardized transactions while maintaining accurate records and handling assigned monies properly.
  • •Educate clients on digital, self-service solutions such as ATMs, online, and mobile banking.
  • •Support the sales process by participating in client outreach, including outbound calls, checking client offers, and identifying needs or opportunities.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including support for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Holidays

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 demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:BankingRetail bankingTellerCustomer service
Education:High School
Skills:Interpersonal skillsCommunication skillsMulti-taskingClient relationship buildingAttention to detail
Languages:English
Tech Stack:Microsoft 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