Universal Banker - 20hr - Poinciana

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Client-focused service"]

Deliver timely, accurate service for client transactions while maintaining proper handling of assigned monies and records. Provide clients with a high-quality experience, uncover financial needs, and educate them on digital self-service options such as ATMs and online/mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities, cross-trained across sales and service, and help with new account openings and problem resolution while following internal controls and risk policies.

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Truist Financial
Truist Financial
4 days ago

Universal Banker - 20hr - Poinciana

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Deliver timely, accurate service for client transactions while maintaining proper handling of assigned monies and records. Provide clients with a high-quality experience, uncover financial needs, and educate them on digital self-service options such as ATMs and online/mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities, cross-trained across sales and service, and help with new account openings and problem resolution while following internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently while maintaining accurate records and proper handling of assigned monies.
  • •Provide a distinctive client experience by engaging clients, conducting standardized and more complex transactions, and uncovering needs.
  • •Educate clients on digital, self-service solutions including ATMs and online/mobile banking to enhance their service experience.
  • •Support outbound calling and Integrated Relationship Management (IRM) activities by identifying opportunities and referring clients to the right branch teams or specialists.
  • •Follow internal controls, operational procedures, and risk management policies; act as a secondary contact for new account openings and problem resolution.
Travel: Medium travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •High school diploma (or equivalent).
  • •Two years of teller/cash handling or client service experience.
  • •Six 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 and software skills for branch automation, including basic proficiency with Microsoft Office.
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient-focused service
Languages:English
Tech Stack:PC keyboardMicrosoft 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