Universal Banker - Part Time 20 hours - Old Milton Parkway

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Customer focus","Multitasking","Compliance mindset","Relationship building"]

Provide timely, accurate client transactions and superior service while maintaining proper handling of assigned monies and records. Cross-trained to support sales and service, including outbound calling to identify client needs and opportunities and assist with Integrated Relationship Management (IRM). Educate clients on digital self-service solutions such as ATMs, Online and Mobile banking. Adhere to internal controls, risk management, and compliance procedures, and support account openings and issue resolution.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Part Time 20 hours - Old Milton Parkway

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide timely, accurate client transactions and superior service while maintaining proper handling of assigned monies and records. Cross-trained to support sales and service, including outbound calling to identify client needs and opportunities and assist with Integrated Relationship Management (IRM). Educate clients on digital self-service solutions such as ATMs, Online and Mobile banking. Adhere to internal controls, risk management, and compliance procedures, and support account openings and issue resolution.
Location: United States
Workplace: Onsite
Employment Type: Part time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining proper records and handling assigned monies.
  • •Deliver a distinctive client experience by engaging clients and facilitating courteous conversation during complex and standardized transactions.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking, to improve their service experience.
  • •Support the sales process through outbound calls to check offers and identify needs or opportunities; refer clients to appropriate team members.
  • •Follow internal controls, operational procedures, and risk management policies, staying current on policy and procedure changes to ensure compliance.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller or 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 demonstrated proficiency in basic computer applications (Microsoft Office).
Experience:2+ yearsBankingCustomer serviceClient servicesCash handling
Education:High School
Skills:Interpersonal communicationCustomer focusMultitaskingCompliance mindsetRelationship building
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline bankingMobile bankingDigital self-service

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