Truist Financial

1 month ago

Universal Banker - McKinney

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide efficient, accurate client transaction processing while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by engaging customers, supporting more complex transactions, and educating clients on digital self-service options (ATMs, Online and Mobile banking). Cross-train to support sales and service through outbound calling, identifying needs/offers, and supporting Integrated Relationship Management (IRM) routines. Follow internal controls, risk management, and operational procedures.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Complete client transactions accurately and efficiently while maintaining thorough records and proper handling of assigned funds.
•Provide a distinctive client experience through courteous conversation and engaging clients to uncover needs.
•Educate clients on digital, self-service solutions including ATMs, Online banking, and Mobile banking.
•Support outbound calling and the sales process by identifying offers, client needs/opportunities, and referring to appropriate branch specialists.
•Adhere to internal controls, operational procedures, and risk management policies; support new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•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, plus demonstrated proficiency in basic computer applications (Microsoft Office).
•Ability to multi-task under time constraints, including working weekends/extended hours as needed.

Experience:2+ yearsBankingClient serviceRetail banking

Education:Bachelor's

Skills:Interpersonal communicationCustomer-focused serviceMulti-taskingAttention to detailCompliance mindset

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

Website LinkedIn

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Truist Financial

1 month ago

Universal Banker - McKinney

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Complete client transactions accurately and efficiently while maintaining thorough records and proper handling of assigned funds.
•Provide a distinctive client experience through courteous conversation and engaging clients to uncover needs.
•Educate clients on digital, self-service solutions including ATMs, Online banking, and Mobile banking.
•Support outbound calling and the sales process by identifying offers, client needs/opportunities, and referring to appropriate branch specialists.
•Adhere to internal controls, operational procedures, and risk management policies; support new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•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, plus demonstrated proficiency in basic computer applications (Microsoft Office).
•Ability to multi-task under time constraints, including working weekends/extended hours as needed.

Experience:2+ yearsBankingClient serviceRetail banking

Education:Bachelor's

Skills:Interpersonal communicationCustomer-focused serviceMulti-taskingAttention to detailCompliance mindset

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

Website LinkedIn