Universal Banker - Springfield Plaza

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Client engagement","Multitasking","Attention to detail","Risk awareness"]

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned monies and delivering an exceptional client experience. Cross-train to support outbound calling and Integrated Relationship Management (IRM), educate clients on digital self-service solutions (ATMs, Online and Mobile banking), and assist with account openings and problem resolution. Maintain compliance with internal controls, operational procedures, and risk management policies while growing product and branch knowledge through ongoing training.

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Truist Financial
Truist Financial
3 days ago

Universal Banker - Springfield Plaza

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Source: Company careers pageValidated by: Fursa AI
Last checked: 43 minutes agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned monies and delivering an exceptional client experience. Cross-train to support outbound calling and Integrated Relationship Management (IRM), educate clients on digital self-service solutions (ATMs, Online and Mobile banking), and assist with account openings and problem resolution. Maintain compliance with internal controls, operational procedures, and risk management policies while growing product and branch knowledge through ongoing training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide courteous, client-focused service by completing standardized and complex transactions while maintaining accurate records and proper handling of monies.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calling, identifying client needs/offers, and referring or connecting clients to appropriate branch team members.
  • •Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for client 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

Salary: USD 45,760 - 54,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionRsus

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+ yearsBankingClient serviceTeller
Education:High School
Skills:Interpersonal communicationClient engagementMultitaskingAttention 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