Universal Banker - Truist Plaza

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer focus"]

Provide timely, accurate client transactions while maintaining proper records and handling assigned monies. Deliver a high-quality client experience by understanding client financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound outreach and Integrated Relationship Management (IRM) activities. Cross-trained to assist sales and service efforts, serve as a secondary contact for new account openings and problem resolution, and follow internal controls, procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Truist Plaza

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate client transactions while maintaining proper records and handling assigned monies. Deliver a high-quality client experience by understanding client financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound outreach and Integrated Relationship Management (IRM) activities. Cross-trained to assist sales and service efforts, serve as a secondary contact for new account openings and problem resolution, and follow internal controls, procedures, and risk management policies.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining proper records and handling assigned monies.
  • •Provide a client experience by engaging clients, conducting complex and standardized transactions, and uncovering client needs.
  • •Educate clients on digital self-service solutions, including ATMs and Online and Mobile banking.
  • •Support outbound calling and the sales process by identifying client needs/offers and referring clients to appropriate teams.
  • •Follow internal controls, operational procedures, and risk management policies, and support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Holidays

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/software skills and basic computer applications (including Microsoft Office).
Experience:BankingCustomer serviceClient relationship buildingTeller
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer focus
Languages:English
Tech Stack:Microsoft OfficePC

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