Universal Banker - Jackson Street - *Saturday Required*

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client service","Multi-tasking","Attention to detail"]

Serve clients by completing teller and cash-handling transactions accurately, maintaining thorough records, and delivering a high-quality customer experience. Cross-trained to support sales and service, you’ll conduct outbound calling, educate clients on digital self-service options (ATMs, Online and Mobile banking), and support Integrated Relationship Management (IRM) activities. You’ll also assist with new account openings and problem resolution while following internal controls, risk management, and retail community leadership routines.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Jackson Street - *Saturday Required*

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve clients by completing teller and cash-handling transactions accurately, maintaining thorough records, and delivering a high-quality customer experience. Cross-trained to support sales and service, you’ll conduct outbound calling, educate clients on digital self-service options (ATMs, Online and Mobile banking), and support Integrated Relationship Management (IRM) activities. You’ll also assist with new account openings and problem resolution while following internal controls, risk management, and retail community leadership routines.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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 demonstrate proficiency in basic computer applications such as Microsoft Office.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationClient serviceMulti-taskingAttention to detail
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