Universal Banker - Second Street

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Client-facing service"]

Deliver timely, accurate customer transactions while identifying clients’ financial needs and providing a superior service experience. Cross-trained to support sales and service, including outbound calling and supporting Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options such as ATMs, Online and Mobile banking. Serve as secondary contact for new account openings and problem resolution while maintaining compliance with internal controls and risk policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Second Street

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 minutes agoStatus: Live

Job Summary

Deliver timely, accurate customer transactions while identifying clients’ financial needs and providing a superior service experience. Cross-trained to support sales and service, including outbound calling and supporting Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options such as ATMs, Online and Mobile banking. Serve as secondary contact for new account openings and problem resolution while maintaining compliance with 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 courteous, accurate completion of client transactions while maintaining proper handling of all assigned monies and records.
  • •Engage clients to uncover needs and educate them on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound client outreach, checking for offers, and referring opportunities to appropriate branch team members.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to clients’ unique needs.
  • •Follow internal controls, operational procedures, and risk management policies while participating in retail community bank leadership routines and training.
Travel: Medium travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid 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/software skills for branch automation and demonstrate proficiency in basic computer applications such as Microsoft Office.
Experience:BankingClient serviceTellerCash handlingSales
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingClient-facing service
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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