Universal Banker - Lauderdale Lakes **Some Saturdays Required**

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multi-tasking","Attention to accuracy"]

Provide timely, accurate processing of client transactions while delivering a high-quality, client-first experience. You’ll cross-train to support outbound calling and Integrated Relationship Management (IRM), educate clients on digital self-service options (ATMs, Online & Mobile banking), and help with new account openings and problem resolution. Maintain strong compliance with internal controls, operational procedures, and risk management policies, while building product and sales knowledge through training and leadership routines.

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Truist Financial
Truist Financial
1 week ago

Universal Banker - Lauderdale Lakes **Some Saturdays Required**

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 minutes agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality, client-first experience. You’ll cross-train to support outbound calling and Integrated Relationship Management (IRM), educate clients on digital self-service options (ATMs, Online & Mobile banking), and help with new account openings and problem resolution. Maintain strong compliance with internal controls, operational procedures, and risk management policies, while building product and sales knowledge through training and leadership routines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Process complex and standardized client transactions efficiently while maintaining accurate records and proper handling of assigned monies.
  • •Educate clients on digital self-service solutions such as ATMs, Online, and Mobile banking.
  • •Support the sales process through outbound calls, identifying client offers/needs, and referring clients to branch team members or specialists.
  • •Apply Integrated Relationship Management (IRM) practices to deliver Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including compliance with current guidelines.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

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 strong desire to interact with clients and prospects.
  • •Ability to use personal computer (PC) keyboard/software skills for branch automation, including basic proficiency with Microsoft Office; ability to work weekends and/or extended hours.
Experience:2+ yearsBankingTellerClient servicesSales
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMulti-taskingAttention to accuracy
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboard

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