Universal Banker - Pinellas Point

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Customer service","Risk management"]

Handle client transactions with accuracy and professionalism while providing a consistent, high-quality client experience. Cross-trained to support sales and service through outbound calls, identifying client needs, and referring opportunities to branch specialists. Educate clients on digital self-service options (ATMs, Online and Mobile banking) and support Integrated Relationship Management by serving as a secondary contact for new account openings and problem resolution.

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Truist Financial
Truist Financial
3 days ago

Universal Banker - Pinellas Point

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Handle client transactions with accuracy and professionalism while providing a consistent, high-quality client experience. Cross-trained to support sales and service through outbound calls, identifying client needs, and referring opportunities to branch specialists. Educate clients on digital self-service options (ATMs, Online and Mobile banking) and support Integrated Relationship Management by serving as a secondary contact for new account openings and problem resolution.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and maintaining accurate records while handling assigned monies properly.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking, to improve their experience.
  • •Support the team sales process by participating in client outreach through outbound calls and identifying client needs or offers.
  • •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; serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid 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 and multi-task under time constraints.
Experience:BankingTellerClient service
Education:High School
Skills:Interpersonal communicationMulti-taskingCustomer serviceRisk management
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