Universal Banker - New Holland Branch

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

Provide timely, accurate handling of client transactions and maintain thorough records while delivering an exceptional client experience. Educate customers on digital self-service tools such as ATMs, Online, and Mobile banking. Support sales activity through outbound calling, identifying client needs, and referring opportunities to branch specialists. Contribute to Integrated Relationship Management (IRM) and comply with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker - New Holland Branch

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

Job Summary

Provide timely, accurate handling of client transactions and maintain thorough records while delivering an exceptional client experience. Educate customers on digital self-service tools such as ATMs, Online, and Mobile banking. Support sales activity through outbound calling, identifying client needs, and referring opportunities to branch specialists. Contribute to Integrated Relationship Management (IRM) and comply with internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining proper records and handling monies assigned.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the team sales process via outbound calling, checking for client offers, and identifying needs/opportunities for referrals.
  • •Support Integrated Relationship Management (IRM) by delivering Truist expertise and solutions for client needs.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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 (including Microsoft Office) and multi-task under time constraints.
Experience:BankingCustomer serviceRetail banking
Education:High School
Skills:Interpersonal communicationCustomer interactionMulti-taskingAttention to detail
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