Universal Banker - Part Time 20 hours - Chamblee Peachtree

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer service","Risk awareness"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs, cross-selling and supporting sales/service outreach through outbound calling, and assisting with Integrated Relationship Management activities. Educate clients on digital self-service options such as ATMs, Online and Mobile banking, and help with new account openings and issue resolution while adhering to internal controls, risk management, and compliance requirements.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Part Time 20 hours - Chamblee Peachtree

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 minutes agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs, cross-selling and supporting sales/service outreach through outbound calling, and assisting with Integrated Relationship Management activities. Educate clients on digital self-service options such as ATMs, Online and Mobile banking, and help with new account openings and issue resolution while adhering to internal controls, risk management, and compliance requirements.
Location: United States
Workplace: Onsite
Employment Type: Part time · Permanent
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete complex and standardized client transactions while maintaining accurate records and proper handling of assigned monies.
  • •Deliver a distinctive client experience by engaging clients with courteous conversation and uncovering needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support outbound calling and the sales process by identifying client needs or opportunities and referring clients as appropriate.
  • •Adhere to internal controls, operational procedures, and risk management policies; participate in leadership routines and training.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid 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 and a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills, multitask under time constraints, and handle branch automation systems.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer serviceRisk awareness
Languages:English
Tech Stack:PCMicrosoft 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