Universal Banker - Governor's Station

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service orientation","Multi-tasking","Client needs discovery","Risk/compliance awareness"]

Provide timely, accurate service for client transactions while maintaining proper handling of funds and records. Deliver a strong client experience by understanding client needs, educating clients on digital self-service tools (ATMs, online and mobile banking), and supporting sales outreach through outbound calling. Support integrated relationship management (IRM), new account openings, and problem resolution while staying current on training, internal controls, and risk policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Governor's Station

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide timely, accurate service for client transactions while maintaining proper handling of funds and records. Deliver a strong client experience by understanding client needs, educating clients on digital self-service tools (ATMs, online and mobile banking), and supporting sales outreach through outbound calling. Support integrated relationship management (IRM), new account openings, and problem resolution while staying current on training, internal controls, and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an excellent client experience by completing complex and standardized transactions and accurately maintaining records and cash handling.
  • •Educate clients on digital self-service solutions such as ATMs, online, and mobile banking.
  • •Support the sales process through client outreach, including outbound calls, and identify opportunities by fulfilling needs or referring to specialists.
  • •Support integrated relationship management (IRM) by delivering Truist expertise and solutions to clients’ needs.
  • •Follow internal controls, operational procedures, and risk management policies, including participation in retail community bank leadership routines and required training.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid 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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and use basic computer applications (e.g., Microsoft Office).
Experience:BankingRetail bankingClient service
Education:High School
Skills:Interpersonal communicationClient service orientationMulti-taskingClient needs discoveryRisk/compliance awareness
Languages:English
Tech Stack:Microsoft OfficePC

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