Universal Banker - Linwood

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 52,500 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client service","Risk awareness","Customer empathy"]

Provide timely, accurate service for client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs, educating clients on digital self-service (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-train for sales and service activities, help with new account openings and issue resolution, and follow internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
3 days ago

Universal Banker - Linwood

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 40 minutes agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Provide timely, accurate service for client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs, educating clients on digital self-service (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-train for sales and service activities, help with new account openings and issue resolution, and follow internal controls, risk management, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper records and handling assigned monies.
  • •Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and performing complex or standardized transactions as needed.
  • •Educate clients on digital self-service solutions such as ATMs, Online banking, and Mobile banking.
  • •Support the sales process through client outreach, outbound calls, checking for client offers, and referring or fulfilling client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 52,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid 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 (branch automation) and demonstrate proficiency in basic computer applications, such as Microsoft Office.
Experience:2+ yearsBankingClient serviceSales
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient serviceRisk awarenessCustomer empathy
Languages:English
Tech Stack:Microsoft OfficeATMsOnline 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