Universal Banker - 20 hr - Clearwater Beach

Truist Financial
Florida
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service orientation","Multi-tasking","Client relationship building","Compliance focus"]

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate clients on digital, self-service banking (ATMs, Online, Mobile) and support sales efforts through outbound calls, offer checks, and identifying customer needs. Partner with the branch team to support Integrated Relationship Management (IRM), handle new account openings as a secondary contact, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 month ago

Universal Banker - 20 hr - Clearwater Beach

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate clients on digital, self-service banking (ATMs, Online, Mobile) and support sales efforts through outbound calls, offer checks, and identifying customer needs. Partner with the branch team to support Integrated Relationship Management (IRM), handle new account openings as a secondary contact, and follow internal controls, operational procedures, and risk management policies.
Location: Florida
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper handling of assigned monies
  • •Educate clients on digital self-service solutions (ATMs, Online and Mobile banking)
  • •Support the branch sales process via outbound calls, offer checks, and referrals to appropriate team members or specialists
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions to client needs
  • •Follow internal controls, operational procedures, and risk management policies, including compliance with policy and procedure changes
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid 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 multi-task under time constraints
Experience:BankingCustomer service
Education:High School
Skills:Interpersonal communicationCustomer service orientationMulti-taskingClient relationship buildingCompliance focus
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboard

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