Universal Banker - Dairy Ashford

Truist Financial
Houston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking"]

Handle client transactions accurately and deliver a high-quality customer experience while maintaining complete records of assigned monies. Educate clients on digital self-service banking (ATMs, Online and Mobile) and support sales activities through outbound calls and client outreach. Partner with the branch team to support Integrated Relationship Management (IRM), new account openings, and issue resolution, while adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Dairy Ashford

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Handle client transactions accurately and deliver a high-quality customer experience while maintaining complete records of assigned monies. Educate clients on digital self-service banking (ATMs, Online and Mobile) and support sales activities through outbound calls and client outreach. Partner with the branch team to support Integrated Relationship Management (IRM), new account openings, and issue resolution, while adhering to internal controls, operational procedures, and risk management policies.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and maintaining accurate records of assigned monies
  • •Educate clients on digital, self-service banking solutions such as ATMs, Online and Mobile banking
  • •Support the team sales process through outbound calls, checking for client offers, and identifying client needs and opportunities
  • •Advance Integrated Relationship Management (IRM) by delivering Truist expertise and solutions for clients’ unique needs
  • •Adhere to internal controls, operational procedures, and risk management policies, including supporting new account openings and problem resolution
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 for interacting with clients and prospects
  • •Ability to master PC keyboard and software skills for branch automation, including basic computer applications such as Microsoft Office
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationMulti-tasking
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