Universal Banker - Greenville Boulevard

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multitasking","Risk awareness","Attention to detail"]

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and client records. Deliver a high-quality client experience by uncovering financial needs, cross-selling digital self-service solutions, and supporting outbound calling and Integrated Relationship Management (IRM) activities. Cross-trained to assist with sales and service, handle new account openings and problem resolution, follow internal controls and risk policies, and complete required training to grow product and branch knowledge.

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Truist Financial
Truist Financial
15 hours ago

Universal Banker - Greenville Boulevard

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and client records. Deliver a high-quality client experience by uncovering financial needs, cross-selling digital self-service solutions, and supporting outbound calling and Integrated Relationship Management (IRM) activities. Cross-trained to assist with sales and service, handle new account openings and problem resolution, follow internal controls and risk policies, and complete required training to grow product and branch knowledge.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and engaging clients in courteous conversation.
  • •Educate clients on digital self-service solutions such as ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities to refer or fulfill.
  • •Ensure integrated delivery of Truist expertise by understanding Integrated Relationship Management (IRM) responsibilities.
  • •Adhere to internal controls, operational procedures, and risk management policies, supporting new account openings and problem resolution as a secondary contact.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePensionRsus

Key Requirements

  • •High school diploma or equivalent education
  • •Two years of teller, 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 software skills for branch automation
Experience:2+ years
Education:High School
Skills:Interpersonal communicationClient serviceMultitaskingRisk awarenessAttention to detail
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMOnline 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