Truist Financial

4 days ago

Universal Banker PT (20hrs) - Willow St

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Provide timely, efficient service for client transactions while maintaining accurate records and handling assigned funds. Deliver a strong client experience by understanding financial needs, supporting sales outreach via outbound calls, and contributing to Integrated Relationship Management (IRM). Cross-train on digital self-service solutions (ATMs, Online, Mobile banking) and serve as a secondary contact for new account openings and issue resolution, adhering to internal controls and risk policies.

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Complete client transactions accurately and efficiently while maintaining proper records and handling assigned monies.
•Deliver customer service by engaging clients, uncovering needs, and performing more complex transactions with assistance as necessary.
•Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
•Support team sales activities through outbound calls, checking for client offers, and identifying needs or opportunities via referrals.
•Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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 for branch automation and multi-task under time constraints.

Education:High School

Skills:Interpersonal skillsCommunicationMulti-taskingClient service

Languages:English

Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboardDigital self-service solutions

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

4 days ago

Universal Banker PT (20hrs) - Willow St

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Complete client transactions accurately and efficiently while maintaining proper records and handling assigned monies.
•Deliver customer service by engaging clients, uncovering needs, and performing more complex transactions with assistance as necessary.
•Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
•Support team sales activities through outbound calls, checking for client offers, and identifying needs or opportunities via referrals.
•Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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 for branch automation and multi-task under time constraints.

Education:High School

Skills:Interpersonal skillsCommunicationMulti-taskingClient service

Languages:English

Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboardDigital self-service solutions

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