Universal Banker (Saturdays Required) - Grafton

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client service","Risk awareness"]

Provide timely, accurate client transaction processing while maintaining proper handling of funds and records. Deliver a strong client experience by understanding needs, educating clients on digital self-service (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist with sales and service, help with new account openings and issue resolution, follow operational controls and risk policies, and keep developing product and branch knowledge through training.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker (Saturdays Required) - Grafton

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate client transaction processing while maintaining proper handling of funds and records. Deliver a strong client experience by understanding needs, educating clients on digital self-service (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist with sales and service, help with new account openings and issue resolution, follow operational controls and risk policies, and keep developing product and branch knowledge through training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide distinctive client service while completing complex and standardized transactions with accurate records and proper handling of assigned monies.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
  • •Support the sales process through outbound calls, checking for client offers, identifying needs/opportunities, and referring to appropriate team members.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to client needs.
  • •Follow internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
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 for working with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and multi-task under time constraints.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient serviceRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboardBranch automation

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