Universal Banker- Danville

Truist Financial
West Virginia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer service orientation","Risk awareness"]

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience in a retail banking environment. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service options such as ATMs, Online, and Mobile banking. Support account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 month ago

Universal Banker- Danville

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience in a retail banking environment. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service options such as ATMs, Online, and Mobile banking. Support account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.
Location: West Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging customers and completing complex and standardized transactions while maintaining accurate records of assigned monies.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities via fulfillment or referrals.
  • •Apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions tailored to clients’ needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including serving as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

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 use basic computer applications (including Microsoft Office) and multitask under time constraints.
Experience:Banking
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer service orientationRisk awareness
Languages:English
Tech Stack:PC keyboardMicrosoft 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