Universal Banker - Lakeside

Truist Financial
Richmond
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Interpersonal skills","Multi-tasking"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a consistent, client-focused service experience. Educate customers on digital self-service options like ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) to identify client needs, refer opportunities, and assist with new account openings and problem resolution while adhering to internal controls, risk policies, and compliance procedures.

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Truist Financial
Truist Financial
22 hours ago

Universal Banker - Lakeside

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a consistent, client-focused service experience. Educate customers on digital self-service options like ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) to identify client needs, refer opportunities, and assist with new account openings and problem resolution while adhering to internal controls, risk policies, and compliance procedures.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients in courteous conversation and completing complex and standardized transactions while handling monies accurately.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, identifying needs/opportunities, and referring clients to specialists or branch team members.
  • •Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including compliance with current guidelines and serving as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

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 and branch automation software skills and demonstrate proficiency in basic computer applications (Microsoft Office).
Education:High School
Skills:CommunicationInterpersonal skillsMulti-tasking
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboard

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