Universal Banker- Bayview

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

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned monies and delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) efforts. Educate clients on digital self-service tools like ATMs, Online and Mobile banking, assist with new account openings and issue resolution, and follow internal controls, risk management, and retail leadership routines.

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Truist Financial
Truist Financial
22 hours ago

Universal Banker- Bayview

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned monies and delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) efforts. Educate clients on digital self-service tools like ATMs, Online and Mobile banking, assist with new account openings and issue resolution, and follow internal controls, risk management, and retail leadership routines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions accurately and efficiently, maintaining detailed records and proper handling of assigned monies.
  • •Deliver a distinctive client experience by engaging clients, facilitating courteous conversation, and performing complex and standardized transactions as needed.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support outbound client outreach and sales by checking for client offers, identifying needs/opportunities, and referring to appropriate branch specialists.
  • •Adhere to internal controls, operational procedures, and risk management policies; participate in training and leadership routines, and act as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePensionRsus

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 for interacting with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation, including basic computer applications such as Microsoft Office.
Experience:Banking
Education:High School
Skills:Interpersonal skillsCommunicationCustomer service orientationMulti-taskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline 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