Universal Banker North Main

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

Handle client transactions accurately while maintaining proper cash and record practices. Deliver a superior client experience by uncovering needs, educating customers on digital self-service options (ATMs, online, mobile banking), and supporting sales outreach through outbound calls. Play an active role in Integrated Relationship Management (IRM), help with new account openings and problem resolution, and stay current on product, service, and risk/compliance requirements.

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Truist Financial
Truist Financial
2 days ago

Universal Banker North Main

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Handle client transactions accurately while maintaining proper cash and record practices. Deliver a superior client experience by uncovering needs, educating customers on digital self-service options (ATMs, online, mobile banking), and supporting sales outreach through outbound calls. Play an active role in Integrated Relationship Management (IRM), help with new account openings and problem resolution, and stay current on product, service, and risk/compliance requirements.
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 engaging clients, performing complex and standardized transactions, and uncovering needs.
  • •Educate clients on digital self-service solutions including ATMs, online banking, and mobile banking.
  • •Support the team sales process by participating in outbound calls, checking client offers, identifying needs/opportunities, and referring clients to appropriate team members.
  • •Ensure seamless delivery of Truist expertise by understanding and supporting Integrated Relationship Management (IRM) activities.
  • •Serve as secondary contact for new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid 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 the desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and demonstrate proficiency with basic computer applications (including Microsoft Office).
Experience:BankingTellerCash handlingClient serviceSales
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient-focused serviceRisk/compliance awareness
Languages:English
Tech Stack:Microsoft 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