Universal Banker - Part Time 20hrs - Walnut Hill Lane

Truist Financial
Dallas
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Interpersonal skills","Customer service","Multitasking","Attention to detail"]

Provide timely, accurate completion of client transactions while delivering a high-quality customer experience. Cross-trained to support sales and service, including outbound calling to understand client needs, educate clients on digital self-service (ATMs, Online and Mobile banking), and support Integrated Relationship Management (IRM) activities. Serve as a secondary contact for new account openings and issue resolution, comply with internal controls and risk policies, and keep product and service knowledge up to date through required meetings and training.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Part Time 20hrs - Walnut Hill Lane

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while delivering a high-quality customer experience. Cross-trained to support sales and service, including outbound calling to understand client needs, educate clients on digital self-service (ATMs, Online and Mobile banking), and support Integrated Relationship Management (IRM) activities. Serve as a secondary contact for new account openings and issue resolution, comply with internal controls and risk policies, and keep product and service knowledge up to date through required meetings and training.
Location: Dallas
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver a distinctive client experience by engaging clients, performing complex and standardized transactions, and uncovering client needs
  • •Educate clients on digital self-service solutions, including ATMs and Online and Mobile banking
  • •Support the sales process through outbound client outreach, checking for offers, and referring/fulfilling client needs
  • •Participate in Integrated Relationship Management (IRM) to deliver Truist expertise and solutions
  • •Follow internal controls and risk management policies while supporting new account openings and problem resolution
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionEquity

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 multitask under time constraints
Experience:BankingRetail banking
Education:High School
Skills:CommunicationInterpersonal skillsCustomer serviceMultitaskingAttention to detail
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline 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