Universal Banker - Lake Wylie

Truist Financial
South Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multi-tasking"]

Deliver timely, accurate client transaction support while maintaining proper handling of funds and records. Provide a high-quality client experience by identifying financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-trained to assist sales and service activities, serve as a secondary contact for new account openings and problem resolution, and follow internal controls and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Universal Banker - Lake Wylie

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Deliver timely, accurate client transaction support while maintaining proper handling of funds and records. Provide a high-quality client experience by identifying financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-trained to assist sales and service activities, serve as a secondary contact for new account openings and problem resolution, and follow internal controls and risk management policies.
Location: South Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper handling of monies and thorough records.
  • •Engage clients with courteous conversation, manage complex/standardized transactions (with assistance as needed), and uncover client needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online banking, and Mobile banking.
  • •Support team sales through outbound calls and identifying client needs/opportunities; fulfill needs or refer to branch specialists.
  • •Follow internal controls, operational procedures, and risk management policies; participate in retail community bank leadership routines and training; support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and work with basic computer applications (e.g., Microsoft Office), including multitasking under time constraints.
Education:High School
Skills:Interpersonal skillsCommunication skillsMulti-tasking
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