Universal Banker - 20hr - Gateway

Truist Financial
St. Petersburg
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer service","Compliance"]

Deliver timely, accurate client transaction service while identifying client financial needs. Provide a high-quality customer experience through complex and standardized transactions, digital self-service education (ATMs, Online and Mobile Banking), and outbound calling to support sales and offers. Partner with the branch team’s Integrated Relationship Management (IRM) activities and Retail Community Bank leadership routines, while adhering to internal controls, risk management, and compliance. Serve as a secondary contact for new account openings and issue resolution.

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Truist Financial
Truist Financial
23 hours ago

Universal Banker - 20hr - Gateway

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Deliver timely, accurate client transaction service while identifying client financial needs. Provide a high-quality customer experience through complex and standardized transactions, digital self-service education (ATMs, Online and Mobile Banking), and outbound calling to support sales and offers. Partner with the branch team’s Integrated Relationship Management (IRM) activities and Retail Community Bank leadership routines, while adhering to internal controls, risk management, and compliance. Serve as a secondary contact for new account openings and issue resolution.
Location: St. Petersburg
Workplace: Onsite
Employment Type: Part time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions accurately while uncovering client needs.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, and identifying needs or opportunities.
  • •Participate in Integrated Relationship Management (IRM) and Retail Community Bank leadership routines to deliver Truist expertise.
  • •Adhere to internal controls, operational procedures, and risk management policies, and serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 basic computer applications (e.g., Microsoft Office), and multitask under time constraints.
Experience:Banking
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer serviceCompliance
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