Universal Banker - Morehead Plaza

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service orientation","Multi-tasking"]

Handle client transactions accurately while maintaining proper records and safeguarding assigned monies. Deliver a high-quality client experience by uncovering financial needs, educating customers on digital self-service options (ATMs, Online and Mobile Banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-train to assist sales and service activities, contribute to retail community leadership routines, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
22 hours ago

Universal Banker - Morehead Plaza

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Handle client transactions accurately while maintaining proper records and safeguarding assigned monies. Deliver a high-quality client experience by uncovering financial needs, educating customers on digital self-service options (ATMs, Online and Mobile Banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-train to assist sales and service activities, contribute to retail community leadership routines, and follow internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide timely, efficient client transactions while maintaining accurate records and proper handling of monies.
  • •Deliver a distinctive client experience by engaging clients and completing complex and standardized transactions as needed.
  • •Educate clients on digital self-service solutions including ATMs, Online Banking, and Mobile banking.
  • •Support outbound calling and the sales process by identifying client needs/offers and referring to branch team members as appropriate.
  • •Follow internal controls and operational procedures, support account openings and problem resolution, and stay current on policies and training.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401k

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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 basic computer proficiency (including Microsoft Office).
Experience:2+ yearsBankingRetail bankingClient service
Education:High School
Skills:Interpersonal skillsCommunicationCustomer service orientationMulti-tasking
Languages:English
Tech Stack:Microsoft OfficePC keyboard

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