Universal Banker - Keith Bridge

Truist Financial
Georgia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Customer service","Attention to detail","Risk awareness"]

Provide timely, efficient completion of client transactions while maintaining accurate records and handling cash properly. Deliver a superior client experience by engaging customers, facilitating courteous conversations, and identifying financial needs. Cross-train to support sales and service, including outbound calling to uncover opportunities, educate clients on digital self-service options, and support Integrated Relationship Management. Assist with new account openings, problem resolution, and compliance with internal controls and risk policies.

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Truist Financial
Truist Financial
1 week ago

Universal Banker - Keith Bridge

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 minutes agoStatus: Live

Job Summary

Provide timely, efficient completion of client transactions while maintaining accurate records and handling cash properly. Deliver a superior client experience by engaging customers, facilitating courteous conversations, and identifying financial needs. Cross-train to support sales and service, including outbound calling to uncover opportunities, educate clients on digital self-service options, and support Integrated Relationship Management. Assist with new account openings, problem resolution, and compliance with internal controls and risk policies.
Location: Georgia
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 client transactions and maintaining accurate records.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calls, checking for client offers, and identifying needs or opportunities via referral or fulfillment.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including support for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid 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 for interacting with clients and prospects.
  • •Ability to master PC keyboard/software skills and demonstrate proficiency in basic computer applications such as Microsoft Office.
Experience:BankingClient serviceTellerCash handlingDigital self-service
Education:High School
Skills:Interpersonal communicationMulti-taskingCustomer serviceAttention to detailRisk awareness
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