Universal Banker - Linton

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multi-tasking","Risk awareness","Customer needs discovery"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and thorough records. Deliver a strong client experience by engaging customers, facilitating courteous conversations, and completing complex or standardized banking activities. Cross-train to support outbound calling, educate clients on digital/self-service banking (ATMs, Online and Mobile), and assist with new account openings, problem resolution, and Integrated Relationship Management routines.

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Truist Financial
Truist Financial
4 days ago

Universal Banker - Linton

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

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and thorough records. Deliver a strong client experience by engaging customers, facilitating courteous conversations, and completing complex or standardized banking activities. Cross-train to support outbound calling, educate clients on digital/self-service banking (ATMs, Online and Mobile), and assist with new account openings, problem resolution, and Integrated Relationship Management routines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience through courteous engagement and accurate, complex and standardized transaction processing.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
  • •Support sales activities via outbound calling, checking client offers, and identifying needs or opportunities (referring to appropriate teams as needed).
  • •Contribute to Integrated Relationship Management (IRM) by delivering Truist expertise and solutions to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, staying current on policy and procedure changes.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

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 basic computer applications (including Microsoft Office) and multi-task under time constraints.
Experience:BankingRetail bankingCustomer serviceTeller
Education:High School
Skills:Interpersonal communicationClient serviceMulti-taskingRisk awarenessCustomer needs discovery
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboardOutbound calling

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