Truist Financial

21 hours ago

Universal Banker PT 20HR - Charlotte County - Englewood

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

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: United States

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

Website LinkedIn

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Truist Financial

21 hours ago

Universal Banker PT 20HR - Charlotte County - Englewood

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

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

Website LinkedIn