Universal Banker - Watkins Park

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Attention to detail","Customer service"]

Provide timely, accurate completion of client transactions and deliver an exceptional customer experience while maintaining proper handling of assigned funds. Educate clients on digital and self-service banking options (ATMs, Online and Mobile banking). Cross-train to support outbound calling, identify client needs, and assist with Integrated Relationship Management (IRM). Support 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
23 hours ago

Universal Banker - Watkins Park

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions and deliver an exceptional customer experience while maintaining proper handling of assigned funds. Educate clients on digital and self-service banking options (ATMs, Online and Mobile banking). Cross-train to support outbound calling, identify client needs, and assist with Integrated Relationship Management (IRM). Support new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver a distinctive client experience by handling complex and standardized transactions and uncovering client needs.
  • •Educate clients on digital and self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calls, checking for client offers, and identifying needs or opportunities.
  • •Apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions.
  • •Adhere to internal controls, operational procedures, and risk management policies, including compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 54,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionRsus

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.
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingAttention to detailCustomer service
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboardBranch automation

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