Universal Banker- Lancaster Shopping Center

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multi-tasking","Attention to detail","Customer needs identification"]

Provide timely, accurate processing of client transactions while maintaining proper handling of funds and detailed records. Deliver a high-quality client experience, identify client needs, and cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate customers on digital self-service options such as ATMs, Online and Mobile banking, and support account openings and problem resolution while following internal controls and risk policies.

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Truist Financial
Truist Financial
5 days ago

Universal Banker- Lancaster Shopping Center

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI
Last checked: 41 minutes agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of funds and detailed records. Deliver a high-quality client experience, identify client needs, and cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate customers on digital self-service options such as ATMs, Online and Mobile banking, and support account openings and problem resolution while following internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete complex and standardized client transactions accurately while maintaining thorough records and proper handling of assigned monies.
  • •Deliver a distinctive client experience through courteous communication and identification of client needs.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support outreach and the team sales process through outbound calling, identifying offers and opportunities, and referring clients to appropriate team members.
  • •Adhere to internal controls, operational procedures, and risk management policies, including supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health 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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:2+ yearsBanking
Education:High School
Skills:Interpersonal communicationClient serviceMulti-taskingAttention to detailCustomer needs identification
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