Truist Financial

3 weeks ago

Universal Banker - Vanderbilt

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide timely, accurate client transactions and a high-quality service experience while identifying clients’ financial needs. Cross-train to support sales and service activities, including outbound calling, recognizing offers, and referring opportunities to branch teams. Educate clients on digital and self-service banking solutions (ATMs, Online, Mobile). Support Integrated Relationship Management and adhere to risk management, controls, and compliance procedures.

Location: Naples

Workplace: Onsite

Employment Type: Full time · Permanent

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Provide a distinctive client experience by completing complex and standardized transactions accurately while maintaining proper handling of assigned monies and records.
•Educate clients on digital, self-service solutions including ATMs, Online banking, and Mobile banking.
•Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities for referral or fulfillment.
•Apply Integrated Relationship Management to deliver Truist expertise and solutions that match clients’ unique needs.
•Adhere to internal controls, operational procedures, and risk management policies; act as 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 with a desire to interact with clients and prospects.
•Ability to master PC keyboard/software skills and demonstrate proficiency in Microsoft Office; able to multitask under time constraints.

Experience:BankingFinancial services

Education:High School

Skills:CommunicationInterpersonal skillsMultitasking

Languages:English

Tech Stack:Microsoft OfficeATMsOnline bankingMobile banking

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

3 weeks ago

Universal Banker - Vanderbilt

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Naples

Workplace: Onsite

Employment Type: Full time · Permanent

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Provide a distinctive client experience by completing complex and standardized transactions accurately while maintaining proper handling of assigned monies and records.
•Educate clients on digital, self-service solutions including ATMs, Online banking, and Mobile banking.
•Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities for referral or fulfillment.
•Apply Integrated Relationship Management to deliver Truist expertise and solutions that match clients’ unique needs.
•Adhere to internal controls, operational procedures, and risk management policies; act as 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 with a desire to interact with clients and prospects.
•Ability to master PC keyboard/software skills and demonstrate proficiency in Microsoft Office; able to multitask under time constraints.

Experience:BankingFinancial services

Education:High School

Skills:CommunicationInterpersonal skillsMultitasking

Languages:English

Tech Stack:Microsoft OfficeATMsOnline bankingMobile banking

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