Universal Banker - Tuscawilla

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer focus","Multi-tasking","Compliance mindset"]

Deliver timely, accurate client transactions and help customers succeed through personalized service. Cross-trained for sales and service, you’ll support outbound calling, explain digital self-service options (ATMs, Online and Mobile Banking), and assist with integrated relationship management (IRM) activities. You’ll educate clients, participate in retail community leadership routines, strengthen product and customer knowledge through training, and follow controls, risk management, and compliance procedures.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Tuscawilla

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

Job Summary

Deliver timely, accurate client transactions and help customers succeed through personalized service. Cross-trained for sales and service, you’ll support outbound calling, explain digital self-service options (ATMs, Online and Mobile Banking), and assist with integrated relationship management (IRM) activities. You’ll educate clients, participate in retail community leadership routines, strengthen product and customer knowledge through training, and follow controls, risk management, and compliance procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a consistent, high-quality client experience by handling complex and standardized transactions with accurate records.
  • •Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the sales process through outbound calls, identifying client needs/offers, and referring to appropriate team members.
  • •Support Integrated Relationship Management (IRM) by helping deliver Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies while assisting with new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveDisability

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 and basic computer applications (Microsoft Office).
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationCustomer focusMulti-taskingCompliance mindset
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