Universal Banker - Opitz Crossing

Truist Financial
Virginia
Full timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Customer service orientation","Ability to multi-task","Attention to accurate records","Adherence to risk controls"]

Provide timely, accurate client transaction service while delivering a consistent, high-quality customer experience. Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support the sales process through outbound calling and offer/need discovery, and help with integrated relationship management. Serve as a secondary contact for new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Opitz Crossing

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Provide timely, accurate client transaction service while delivering a consistent, high-quality customer experience. Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support the sales process through outbound calling and offer/need discovery, and help with integrated relationship management. Serve as a secondary contact for new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.
Location: Virginia
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide efficient completion of client transactions while maintaining accurate records and handling assigned monies properly.
  • •Deliver a distinctive client experience through courteous engagement and handling complex and standardized transactions.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the team sales process with outbound calls, checking for client offers, identifying client needs/opportunities, and referring to specialists as needed.
  • •Adhere to internal controls, operational procedures, and risk management policies; participate in community leadership routines and training.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 54,500 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 use basic applications such as Microsoft Office; must be able to multi-task under time constraints.
Experience:2+ years
Education:High School
Skills:Interpersonal communicationCustomer service orientationAbility to multi-taskAttention to accurate recordsAdherence to risk controls
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