Universal Banker Florence Main

Truist Financial
Florence
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Multitasking","Client service orientation","Attention to detail","Compliance mindset"]

Provide timely, accurate completion of client transactions and superior service by engaging clients, handling assigned monies, and identifying financial needs. Educate customers on digital self-service options like ATMs and online/mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities to meet client needs and referrals. Serve as a secondary contact for new account openings and problem resolution while following internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
5 days ago

Universal Banker Florence Main

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

Job Summary

Provide timely, accurate completion of client transactions and superior service by engaging clients, handling assigned monies, and identifying financial needs. Educate customers on digital self-service options like ATMs and online/mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities to meet client needs and referrals. Serve as a secondary contact for new account openings and problem resolution while following internal controls, operational procedures, and risk management policies.
Location: Florence
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete complex and standardized client transactions efficiently while maintaining accurate records and handling assigned monies properly.
  • •Deliver a distinctive client experience by engaging clients, facilitating courteous conversation, and uncovering client needs.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the sales process through outbound calls, checking for client offers, and referring or fulfilling client needs using IRM activities.
  • •Adhere to internal controls, operational procedures, and risk management policies while participating in retail community bank leadership routines and training.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysEquityPension

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 and handle basic computer applications (e.g., Microsoft Office)
Experience:2+ yearsBanking
Education:High School
Skills:Interpersonal communicationMultitaskingClient service orientationAttention to detailCompliance mindset
Languages:English
Tech Stack:Microsoft OfficePC keyboard skillsATMsOnline 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