Universal Banker - Stratford Road

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multi-tasking","Client relationship building","Customer service"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by engaging customers, uncovering financial needs, and educating them on digital self-service options such as ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities to refer or fulfill client opportunities, including secondary contact work for new account openings and problem resolution.

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Truist Financial
Truist Financial
22 hours ago

Universal Banker - Stratford Road

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by engaging customers, uncovering financial needs, and educating them on digital self-service options such as ATMs, Online and Mobile banking. Support outbound calling and Integrated Relationship Management (IRM) activities to refer or fulfill client opportunities, including secondary contact work for new account openings and problem resolution.
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 handling of assigned monies and accurate records.
  • •Engage clients with courteous conversation, help uncover needs, and perform complex transactions as needed.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calling, checking client offers, and referring or fulfilling client needs via IRM activities.
  • •Adhere to internal controls, operational procedures, and risk management policies, and serve as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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 for branch automation and multi-task under time constraints.
Experience:BankingClient serviceTellerCash handlingSales
Education:High School
Skills:Interpersonal skillsCommunication skillsMulti-taskingClient relationship buildingCustomer service
Languages:English
Tech Stack:Microsoft Office

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