Universal Banker - Marietta

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Client interaction","Customer service","Attention to detail"]

Provide timely, accurate completion of client transactions and maintain proper handling of assigned monies while delivering a distinctive customer experience. Educate clients on digital self-service options like ATMs and Online/Mobile banking. Cross-train to support sales and service through outbound calling and identifying client needs or opportunities, including new account openings and problem resolution. Follow internal controls, risk management, and training routines to serve consumer and business clients.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker - Marietta

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions and maintain proper handling of assigned monies while delivering a distinctive customer experience. Educate clients on digital self-service options like ATMs and Online/Mobile banking. Cross-train to support sales and service through outbound calling and identifying client needs or opportunities, including new account openings and problem resolution. Follow internal controls, risk management, and training routines to serve consumer and business clients.
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 completing complex and standardized transactions and uncovering client needs while maintaining accurate records.
  • •Educate clients on digital self-service solutions including ATMs and Online/Mobile banking.
  • •Support the team sales process through outbound calls, checking for client offers, and identifying opportunities via fulfillment or referrals.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; participate in leadership routines and required training.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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 and software skills for branch automation, including Microsoft Office applications, and to multi-task under time constraints.
Experience:Banking
Education:High School
Skills:Interpersonal communicationMulti-taskingClient interactionCustomer serviceAttention to detail
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline 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