Universal Banker - South Beach - Saturdays required

Truist Financial
Florida
Full timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking"]

Handle client transactions accurately and efficiently while delivering a high-quality customer experience. Educate clients on digital and self-service banking solutions such as ATMs, Online and Mobile banking. Support the sales process through outbound calls and identifying client needs or opportunities, including Integrated Relationship Management (IRM) activities. Serve as a secondary contact for new account openings and issue resolution, while following internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - South Beach - Saturdays required

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Handle client transactions accurately and efficiently while delivering a high-quality customer experience. Educate clients on digital and self-service banking solutions such as ATMs, Online and Mobile banking. Support the sales process through outbound calls and identifying client needs or opportunities, including Integrated Relationship Management (IRM) activities. Serve as a secondary contact for new account openings and issue resolution, while following internal controls, risk management, and operational procedures.
Location: Florida
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions timely and accurately while maintaining proper handling of assigned monies and accurate records.
  • •Deliver a distinctive client experience by engaging clients, facilitating courteous conversation, and performing complex/standardized transactions as needed.
  • •Educate clients on digital self-service options (ATMs, Online and Mobile banking) to improve their banking experience.
  • •Support sales activities through outbound calling and identifying client needs/opportunities, referring to appropriate branch team members or specialists when necessary.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance, and act as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kSavings AccountsPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •High school diploma or equivalent.
  • •2 years of teller or cash handling or client service experience.
  • •6 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 basic computer applications (Microsoft Office), with capability to multitask under time constraints.
Experience:BankingClient servicesSales
Education:High School
Skills:Interpersonal skillsCommunicationMultitasking
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC

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