Universal Banker - Kissimmee

Truist Financial
Florida
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer service orientation"]

Provide timely, accurate completion of client transactions while maintaining proper handling of funds and delivering an excellent client experience. Educate customers on digital self-service options (ATMs, Online and Mobile banking), support outbound calling and lead/referral needs, and help drive Integrated Relationship Management (IRM) outcomes. Serve as a secondary contact for new account openings and problem resolution, while adhering to internal controls and retail community leadership routines.

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Truist Financial
Truist Financial
4 days ago

Universal Banker - Kissimmee

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of funds and delivering an excellent client experience. Educate customers on digital self-service options (ATMs, Online and Mobile banking), support outbound calling and lead/referral needs, and help drive Integrated Relationship Management (IRM) outcomes. Serve as a secondary contact for new account openings and problem resolution, while adhering to internal controls and retail community leadership routines.
Location: Florida
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs while handling more complex transactions as needed.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calling, checking client offers, and identifying needs/opportunities through fulfillment or referral.
  • •Support Integrated Relationship Management (IRM) to deliver tailored expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including participating in leadership routines and training activities.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid 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 for branch automation and demonstrate proficiency in basic computer applications (Microsoft Office).
Experience:2+ yearsBankingClient serviceCash handling
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer service orientation
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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