Universal Banker - Largo

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer focus","Risk awareness"]

Provide timely, accurate service for client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by uncovering financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting sales through outbound calling and referral of opportunities. Support Integrated Relationship Management (IRM) and serve as a secondary contact for new account openings and problem resolution, while following internal controls and risk policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Largo

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Provide timely, accurate service for client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by uncovering financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting sales through outbound calling and referral of opportunities. Support Integrated Relationship Management (IRM) and serve as a secondary contact for new account openings and problem resolution, while following internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete complex and standardized client transactions accurately while maintaining proper records and handling assigned monies.
  • •Provide a distinctive client experience by engaging clients, facilitating courteous conversations, and identifying client needs.
  • •Educate clients on digital, self-service solutions such as ATMs, Online banking, and Mobile banking.
  • •Support sales activities through outbound calls, checking client offers, and referring clients or fulfilling needs for branch specialists.
  • •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 Insurance401k

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, including a desire to interact with clients and prospects.
  • •Proficiency with basic computer applications (e.g., Microsoft Office) and ability to multitask under time constraints.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer focusRisk awareness
Languages:English
Tech Stack:Microsoft OfficePersonal computer (PC) keyboardATMsOnline 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
WebsiteLinkedIn