Universal Banker PT 20HR - Charlotte County - Englewood

Truist Financial
Florida
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer service","Risk compliance"]

Provide timely, accurate client transactions and maintain proper handling of assigned monies while delivering a consistent, high-quality client experience. Educate clients on digital self-service options such as ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) by identifying client needs, checking offers, and referring opportunities to appropriate teams. Maintain compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 month ago

Universal Banker PT 20HR - Charlotte County - Englewood

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide timely, accurate client transactions and maintain proper handling of assigned monies while delivering a consistent, high-quality client experience. Educate clients on digital self-service options such as ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) by identifying client needs, checking offers, and referring opportunities to appropriate teams. Maintain compliance with internal controls, operational procedures, and risk management policies.
Location: Florida
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, completing complex and standardized transactions, and uncovering client needs.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process by participating in client outreach via outbound calls and checking for client offers, then fulfilling needs or referring to branch specialists.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, serving as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid 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 and a desire to interact with clients and prospects.
  • •Ability to master PC keyboard and software skills for branch automation, including basic computer applications such as Microsoft Office.
Experience:2+ yearsBanking
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer serviceRisk compliance
Languages:English
Tech Stack:Microsoft Office

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