Universal Banker - Conover

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking"]

Provide efficient, high-quality service for client transactions while maintaining accurate records and safe handling of money. Cross-train to support sales and service activities, including outbound calling, identifying client needs, and referring opportunities to appropriate teams. Educate clients on digital self-service options (ATMs, online and mobile banking) and support integrated relationship management and new account openings, while following internal controls, risk, and operational procedures.

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Truist Financial
Truist Financial
4 days ago

Universal Banker - Conover

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide efficient, high-quality service for client transactions while maintaining accurate records and safe handling of money. Cross-train to support sales and service activities, including outbound calling, identifying client needs, and referring opportunities to appropriate teams. Educate clients on digital self-service options (ATMs, online and mobile banking) and support integrated relationship management and new account openings, while following internal controls, risk, and operational 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 engaging clients in courteous conversation.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calls, checking for client offers, and identifying needs or opportunities for referral.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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 handle basic computer applications (e.g., Microsoft Office).
Education:High School
Skills:Interpersonal skillsCommunicationMulti-tasking
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