Universal Banker- Shelbyville Road

Truist Financial
Louisville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multi-tasking","Risk awareness","Customer education"]

Deliver efficient, accurate client transactions while maintaining proper handling of assigned funds and providing a high-quality client experience. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support branch sales through outbound calls and offer/need identification, routing clients to the right teams. Contribute to Integrated Relationship Management activities, retail community routines, and ongoing training while adhering to controls, procedures, and risk policies.

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Truist Financial
Truist Financial
3 days ago

Universal Banker- Shelbyville Road

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Deliver efficient, accurate client transactions while maintaining proper handling of assigned funds and providing a high-quality client experience. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support branch sales through outbound calls and offer/need identification, routing clients to the right teams. Contribute to Integrated Relationship Management activities, retail community routines, and ongoing training while adhering to controls, procedures, and risk policies.
Location: Louisville
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 accurately and courteously
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking
  • •Support the sales process through outbound calling, checking offers, and identifying needs or opportunities via referrals
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to client needs
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid 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 for interacting with clients and prospects
  • •Ability to master PC keyboard/software skills for branch automation, including basic proficiency in Microsoft Office
Experience:BankingClient service
Education:High School
Skills:Interpersonal communicationClient serviceMulti-taskingRisk awarenessCustomer education
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