Universal Banker - New Hanover

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Interpersonal skills","Multitasking","Customer focus","Risk awareness"]

Provide timely, accurate client transaction processing while delivering a consistently high-quality customer experience. Educate clients on digital and self-service banking (ATMs, Online and Mobile), and support outbound calling to identify needs and opportunities. Cross-trained for sales and service activities, partnering with branch teams and specialists as needed. Maintain compliance with internal controls, risk management, and operational procedures, and support new account openings and problem resolution.

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Truist Financial
Truist Financial
2 months ago

Universal Banker - New Hanover

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Provide timely, accurate client transaction processing while delivering a consistently high-quality customer experience. Educate clients on digital and self-service banking (ATMs, Online and Mobile), and support outbound calling to identify needs and opportunities. Cross-trained for sales and service activities, partnering with branch teams and specialists as needed. Maintain compliance with internal controls, risk management, and operational procedures, and support new account openings and problem resolution.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper handling of assigned monies and records.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support team sales processes through outbound calls, checking client offers, and identifying needs or opportunities.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, and support new account openings and problem resolution.
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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and multitask under time constraints.
Experience:BankingCustomer serviceClient relationshipsSales
Education:High School
Skills:CommunicationInterpersonal skillsMultitaskingCustomer focusRisk awareness
Languages:English
Tech Stack:Microsoft 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