Truist Financial

3 weeks ago

Universal Banker PT/20 - Pelican Bay

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions and maintain proper handling of assigned monies while delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service solutions such as ATMs and Online/Mobile banking. Participate in retail community leadership routines, complete ongoing training, and follow internal controls, operational procedures, and risk management policies.

Location: Naples

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide a distinctive client experience by engaging clients and completing complex and standardized transactions while identifying client needs.
•Educate clients on digital, self-service solutions including ATMs and Online/Mobile banking.
•Support the team sales process through outbound calls, checking client offers, and fulfilling needs or referring to appropriate team members or specialists.
•Deliver Integrated Relationship Management (IRM) to seamlessly provide Truist expertise and solutions for clients’ needs.
•Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.

Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 and a desire to interact with clients and prospects.
•Ability to master PC keyboard and software skills for branch automation, including Microsoft Office, and to multi-task under time constraints.

Experience:BankingFinancial services

Education:High School

Skills:Interpersonal skillsCommunicationCustomer service orientationMultitaskingAttention 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

Website LinkedIn

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Truist Financial

3 weeks ago

Universal Banker PT/20 - Pelican Bay

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Naples

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide a distinctive client experience by engaging clients and completing complex and standardized transactions while identifying client needs.
•Educate clients on digital, self-service solutions including ATMs and Online/Mobile banking.
•Support the team sales process through outbound calls, checking client offers, and fulfilling needs or referring to appropriate team members or specialists.
•Deliver Integrated Relationship Management (IRM) to seamlessly provide Truist expertise and solutions for clients’ needs.
•Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.

Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 and a desire to interact with clients and prospects.
•Ability to master PC keyboard and software skills for branch automation, including Microsoft Office, and to multi-task under time constraints.

Experience:BankingFinancial services

Education:High School

Skills:Interpersonal skillsCommunicationCustomer service orientationMultitaskingAttention 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

Website LinkedIn