Universal Banker PT (30hrs) Saturday Required - Blue Ball Branch

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multitasking","Risk awareness","Compliance mindset"]

Provide timely, accurate completion of client transactions while maintaining proper records and handling of funds. Deliver a high-quality client experience by uncovering needs, cross-selling and supporting sales/service activities, and assisting with outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support new account openings and problem resolution, and follow internal controls, risk, and compliance procedures.

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Truist Financial
Truist Financial
1 day ago

Universal Banker PT (30hrs) Saturday Required - Blue Ball Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper records and handling of funds. Deliver a high-quality client experience by uncovering needs, cross-selling and supporting sales/service activities, and assisting with outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support new account openings and problem resolution, and follow internal controls, risk, and compliance procedures.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and performing complex and standardized transactions while uncovering needs.
  • •Educate clients on digital self-service solutions, including ATMs and Online and Mobile banking.
  • •Support the sales process through outbound calls, checking for client offers, and identifying needs or opportunities by referring clients to appropriate team members.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid 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 personal computer (PC) keyboard and software skills for branch automation and multitask under time constraints.
Experience:BankingClient service
Education:High School
Skills:Interpersonal communicationClient serviceMultitaskingRisk awarenessCompliance mindset
Languages:English
Tech Stack:Microsoft OfficePC keyboardOnline bankingMobile bankingATMs

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