Universal Banker - Brier Creek

Truist Financial
Raleigh
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Attention to detail","Client service","Risk awareness"]

Provide timely, accurate handling of client transactions and maintain proper records while delivering a consistently high-quality client experience. Cross-trained to support sales and service activities, including outbound calling, needs discovery, and referral to specialists. Educate clients on digital self-service options like ATMs and online/mobile banking, support Integrated Relationship Management (IRM), and ensure compliance with operational controls and risk management policies.

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Truist Financial
Truist Financial
3 days ago

Universal Banker - Brier Creek

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Provide timely, accurate handling of client transactions and maintain proper records while delivering a consistently high-quality client experience. Cross-trained to support sales and service activities, including outbound calling, needs discovery, and referral to specialists. Educate clients on digital self-service options like ATMs and online/mobile banking, support Integrated Relationship Management (IRM), and ensure compliance with operational controls and risk management policies.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete complex and standardized client transactions accurately while maintaining proper records and handling assigned monies
  • •Engage and educate clients on digital self-service solutions such as ATMs, Online and Mobile banking
  • •Support the team sales process through outbound calls, checking client offers, and identifying needs and opportunities
  • •Contribute to Integrated Relationship Management (IRM) to deliver solutions aligned to client needs
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionEquity

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 and software skills for branch automation and basic computer applications, including Microsoft Office
Experience:2+ years
Education:High School
Skills:Interpersonal communicationMulti-taskingAttention to detailClient serviceRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline 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