Universal Banker - Lake Oconee

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer interaction","Multitasking","Risk awareness"]

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate clients on digital self-service tools such as ATMs, Online and Mobile banking. Support the branch sales process through outbound calling, identifying client needs and referring opportunities to specialists. Assist with integrated relationship management, new account openings, and problem resolution while following internal controls and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Lake Oconee

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate clients on digital self-service tools such as ATMs, Online and Mobile banking. Support the branch sales process through outbound calling, identifying client needs and referring opportunities to specialists. Assist with integrated relationship management, new account openings, and problem resolution while following internal controls and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Process client transactions accurately while maintaining proper handling of assigned monies and delivering a distinctive client experience
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking
  • •Support the branch sales process through outbound calling, checking for client offers, and identifying needs or opportunities
  • •Support integrated relationship management by delivering Truist expertise and solutions for clients’ unique needs
  • •Adhere to internal controls, operational procedures, and risk management policies, and serve as secondary contact for new account openings and problem resolution
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 desire to interact with clients and prospects
  • •Ability to master PC keyboard/software skills and proficiently use basic computer applications, including Microsoft Office
Experience:BankingCustomer serviceTeller
Education:High School
Skills:Interpersonal communicationCustomer interactionMultitaskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline 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