Universal Banker - Wylie (DeNovo)

Truist Financial
Texas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer service orientation","Risk compliance"]

Provide timely, accurate completion of client transactions while maintaining proper handling of funds and accurate records. Deliver a high-quality client experience, educate customers on digital self-service tools (ATMs, Online and Mobile banking), and support outbound outreach through calls to identify needs and opportunities. Serve as a secondary contact for new account openings and problem resolution, while adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 month ago

Universal Banker - Wylie (DeNovo)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 days agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of funds and accurate records. Deliver a high-quality client experience, educate customers on digital self-service tools (ATMs, Online and Mobile banking), and support outbound outreach through calls to identify needs and opportunities. Serve as a secondary contact for new account openings and problem resolution, while adhering to internal controls, operational procedures, and risk management policies.
Location: Texas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and completing complex and standardized transactions.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
  • •Support the team sales process by participating in client outreach through outbound calls and identifying client needs or opportunities.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Adhere to 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

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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 necessary for branch automation and demonstrate proficiency in basic computer applications, such as Microsoft Office
Experience:2+ yearsBankingRetail banking
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer service orientationRisk compliance
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