Universal Banker PT 20 hrs (Saturday Required) - Fort Washington

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Customer interaction","Multi-tasking","Risk compliance","Problem resolution"]

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by engaging customers, completing complex and standardized transactions, and educating clients on digital self-service options like ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) to identify needs, refer opportunities, and assist with new account openings and issue resolution.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker PT 20 hrs (Saturday Required) - Fort Washington

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

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by engaging customers, completing complex and standardized transactions, and educating clients on digital self-service options like ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) to identify needs, refer opportunities, and assist with new account openings and issue resolution.
Location: United States
Workplace: Onsite
Employment Type: Part time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete client transactions timely and accurately while maintaining proper records and handling of assigned monies.
  • •Provide a consistent, positive client experience through courteous conversation and discovery of client needs.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support sales activities via outbound calling, checking for offers, and referring clients to appropriate branch team members or specialists.
  • •Adhere to internal controls, operational procedures, and risk management policies; support IRM and new account openings/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 and desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and multi-task under time constraints, including working weekends/extended hours and occasional travel.
Experience:2+ yearsBankingCustomer serviceClient relationshipsSales
Education:High School
Skills:Interpersonal communicationCustomer interactionMulti-taskingRisk complianceProblem resolution
Languages:English
Tech Stack:Microsoft 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