Universal Banker - Hendersonville

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Client service","Risk awareness"]

Provide efficient, accurate client transaction processing while delivering a high-quality customer experience. Cross-trained to support sales and service, including outbound calling and assisting Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support new account openings and problem resolution, while following internal controls, operational procedures, and risk management policies to ensure compliance.

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Truist Financial
Truist Financial
2 months ago

Universal Banker - Hendersonville

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide efficient, accurate client transaction processing while delivering a high-quality customer experience. Cross-trained to support sales and service, including outbound calling and assisting Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support new account openings and problem resolution, while following internal controls, operational procedures, and risk management policies to ensure compliance.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Process client transactions timely and accurately while maintaining proper records and handling assigned monies.
  • •Deliver client service by engaging clients, completing standardized/complex transactions, and identifying client needs.
  • •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 referring clients to appropriate teams.
  • •Follow internal controls, operational procedures, and risk management policies, and act as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid 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 and multitask under time constraints.
Experience:BankingClient serviceTeller
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient serviceRisk awareness
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC 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