Universal Banker - Stone Oak North

Truist Financial
San Antonio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking"]

Serve clients by completing teller and cash-handling transactions accurately while maintaining strong service quality and client relationships. Educate customers on digital self-service options like ATMs and online/mobile banking, and support sales and outreach through outbound calling. Cross-trained responsibilities include Integrated Relationship Management (IRM) support, assisting with new account openings and problem resolution, and staying current on procedures, risk controls, and required training.

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Truist Financial
Truist Financial
4 days ago

Universal Banker - Stone Oak North

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Serve clients by completing teller and cash-handling transactions accurately while maintaining strong service quality and client relationships. Educate customers on digital self-service options like ATMs and online/mobile banking, and support sales and outreach through outbound calling. Cross-trained responsibilities include Integrated Relationship Management (IRM) support, assisting with new account openings and problem resolution, and staying current on procedures, risk controls, and required training.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide courteous, client-focused service by completing complex and standardized client transactions while maintaining accurate records and handling assigned monies.
  • •Educate clients on digital self-service solutions such as ATMs, online, and mobile banking to improve their service experience.
  • •Support sales and service activities by participating in client outreach, including outbound calls, identifying needs/opportunities, and referring clients to branch team members or specialists.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions that meet clients’ unique needs.
  • •Follow internal controls, operational procedures, and risk management policies, and participate in retail community bank leadership routines, training, and onboarding for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •High school diploma or equivalent education.
  • •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 branch automation software, demonstrate proficiency in basic computer applications (e.g., Microsoft Office), and handle multitasking under time constraints.
Experience:2+ yearsBankingClient service
Education:High School
Skills:Interpersonal skillsCommunicationMultitasking
Languages:English
Tech Stack:Microsoft OfficeOnline 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