Universal Banker Columbia Avenue

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

Complete client transactions accurately while maintaining proper handling of assigned monies and maintaining detailed records. Deliver a high-quality client experience by identifying financial needs and cross-training to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital, self-service options like ATMs, Online, and Mobile banking. Follow internal controls, risk management policies, and operational procedures to ensure compliance.

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Truist Financial
Truist Financial
2 days ago

Universal Banker Columbia Avenue

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

Job Summary

Complete client transactions accurately while maintaining proper handling of assigned monies and maintaining detailed records. Deliver a high-quality client experience by identifying financial needs and cross-training to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital, self-service options like ATMs, Online, and Mobile banking. Follow internal controls, risk management policies, and operational procedures to ensure compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide an excellent client experience by engaging clients, facilitating courteous conversation, and completing complex and standardized transactions.
  • •Educate clients on digital, self-service solutions such as ATMs, Online and Mobile banking.
  • •Support the team sales process by participating in outbound calling, checking for client offers, and identifying needs or opportunities.
  • •Contribute to Integrated Relationship Management (IRM) by delivering Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance; serve as secondary contact for new account openings and issue resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

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 and software skills for branch automation, including basic computer applications such as Microsoft Office.
Experience:BankingRetail bankingClient serviceTeller operationsCustomer relationship building
Education:High School
Skills:Interpersonal skillsCommunicationCustomer 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