Universal Banker - Austin Downtown

Truist Financial
Austin
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multitasking","Risk awareness"]

Provide timely, accurate completion of client transactions while delivering a standout, courteous banking experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities to uncover client needs and opportunities. Educate clients on digital self-service options (ATMs, Online and Mobile banking), assist with new account openings and problem resolution, and follow risk management, internal controls, and operational procedures.

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Truist Financial
Truist Financial
5 days ago

Universal Banker - Austin Downtown

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Source: Company careers pageValidated by: Fursa AI
Last checked: 43 minutes agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while delivering a standout, courteous banking experience. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities to uncover client needs and opportunities. Educate clients on digital self-service options (ATMs, Online and Mobile banking), assist with new account openings and problem resolution, and follow risk management, internal controls, and operational procedures.
Location: Austin
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper handling of assigned monies and records.
  • •Deliver a distinctive client experience through courteous engagement and performing complex/standardized transactions as needed.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking, to enhance their service experience.
  • •Support the team sales process via outbound calls, identifying client needs/opportunities, and referring clients to appropriate specialists.
  • •Follow 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 Leave

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.
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMultitaskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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