Universal Banker - Linwood

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 52,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multitasking","Compliance"]

Provide timely, accurate completion of client transactions and maintain proper handling of assigned funds while delivering a high-quality client experience. Educate customers on digital self-service options like ATMs, Online and Mobile banking. Support sales and service by conducting outbound outreach, identifying client needs, and referring opportunities to branch specialists while aligning with Integrated Relationship Management (IRM). Ensure compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker - Linwood

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

Job Summary

Provide timely, accurate completion of client transactions and maintain proper handling of assigned funds while delivering a high-quality client experience. Educate customers on digital self-service options like ATMs, Online and Mobile banking. Support sales and service by conducting outbound outreach, identifying client needs, and referring opportunities to branch specialists while aligning with Integrated Relationship Management (IRM). Ensure compliance with internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions accurately while uncovering customer needs.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, reviewing client offers, and identifying needs or opportunities with referral as appropriate.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 52,500 annually
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, including 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:BankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMultitaskingCompliance
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPersonal computer (PC)

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