Universal Banker - North Palm Beach

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client service","Multi-tasking","Risk awareness"]

Deliver timely, accurate client transactions while maintaining complete records and proper handling of assigned funds. Provide a high-quality client experience by supporting complex and standardized transactions and explaining digital self-service options like ATMs, Online and Mobile banking. Cross-train to support outbound calling, identify client needs and opportunities, and assist with Integrated Relationship Management (IRM) activities, while following controls, operational procedures, and risk policies.

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Truist Financial
Truist Financial
17 hours ago

Universal Banker - North Palm Beach

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Deliver timely, accurate client transactions while maintaining complete records and proper handling of assigned funds. Provide a high-quality client experience by supporting complex and standardized transactions and explaining digital self-service options like ATMs, Online and Mobile banking. Cross-train to support outbound calling, identify client needs and opportunities, and assist with Integrated Relationship Management (IRM) activities, while following controls, operational procedures, and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing courteous, accurate transactions and engaging clients to understand needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calling, checking for client offers, and identifying needs or opportunities.
  • •Assist Integrated Relationship Management (IRM) activities to deliver Truist expertise and solutions aligned to client needs.
  • •Follow internal controls, operational procedures, and risk management policies, including supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

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 work weekends/extended hours (with occasional travel/overnights).
Experience:Banking
Education:High School
Skills:Interpersonal skillsCommunicationClient serviceMulti-taskingRisk awareness
Languages:English
Tech Stack:PCMicrosoft 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
WebsiteLinkedIn