Universal Banker PT/20HR - Tequesta

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Customer focus","Multi-tasking","Attention to detail","Risk awareness"]

Provide timely, accurate completion of client transactions while maintaining strong money-handling practices and records. Deliver an exceptional client experience by understanding financial needs, cross-training to support sales and service, and assisting with outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support account openings, problem resolution, and comply with internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
1 week ago

Universal Banker PT/20HR - Tequesta

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining strong money-handling practices and records. Deliver an exceptional client experience by understanding financial needs, cross-training to support sales and service, and assisting with outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support account openings, problem resolution, and comply with internal controls, risk management, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and uncovering client needs while maintaining accurate records.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking offers, and fulfilling client needs or referring to branch specialists.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver solutions for clients’ needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including participation in leadership routines and ongoing training.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysSick Days

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 demonstrate proficiency in basic computer applications (including Microsoft Office).
Experience:2+ yearsBankingTellerClient serviceSalesCash handling
Education:High School
Skills:Interpersonal communicationCustomer focusMulti-taskingAttention to detailRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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