Universal Banker - Wylie (DeNovo)

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multi-tasking","Risk awareness","Client relationship building"]

Provide timely, accurate client transaction processing while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by uncovering needs and supporting more complex transactions when needed. Educate clients on digital and self-service options like ATMs, Online and Mobile banking. Participate in outbound outreach to support the team sales process and integrated relationship management, while following internal controls, risk, and compliance procedures.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Wylie (DeNovo)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Provide timely, accurate client transaction processing while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by uncovering needs and supporting more complex transactions when needed. Educate clients on digital and self-service options like ATMs, Online and Mobile banking. Participate in outbound outreach to support the team sales process and integrated relationship management, while following internal controls, risk, and compliance procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide efficient completion of client transactions while maintaining accurate records and proper handling of assigned monies.
  • •Engage clients in courteous conversation, conducting standardized and complex transactions to uncover needs.
  • •Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calling and identifying offers, needs, or opportunities (by fulfilling or referring).
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePension

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 for branch automation and demonstrate proficiency in basic computer applications (e.g., Microsoft Office)
Experience:2+ years
Education:High School
Skills:Interpersonal communicationCustomer serviceMulti-taskingRisk awarenessClient relationship building
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile banking

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