Universal Banker - 20 hr - South Tampa

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

Provide timely, accurate client transactions and maintain proper handling of money while delivering a high-quality banking experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service tools such as ATMs, Online and Mobile banking. Support account openings and problem resolution, follow internal controls and risk management policies, and build product knowledge through training.

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Truist Financial
Truist Financial
5 days ago

Universal Banker - 20 hr - South Tampa

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Source: Company careers pageValidated by: Fursa AI
Last checked: 42 minutes agoStatus: Live

Job Summary

Provide timely, accurate client transactions and maintain proper handling of money while delivering a high-quality banking experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service tools such as ATMs, Online and Mobile banking. Support account openings and problem resolution, follow internal controls and risk management policies, and build product knowledge through training.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and uncovering client needs.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, and identifying opportunities to fulfill or refer clients.
  • •Advance individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

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 and software skills for branch automation, including basic computer applications such as Microsoft Office.
Experience:Banking
Education:High School
Skills:Interpersonal skillsCommunicationMultitasking
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