Universal Banker West Poinsett *Saturday Required*

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multitasking","Risk awareness"]

Provide timely, accurate completion of client banking transactions while delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and assisting Integrated Relationship Management (IRM) efforts. Educate clients on digital self-service options like ATMs and Online/Mobile banking, help with new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
3 days ago

Universal Banker West Poinsett *Saturday Required*

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide timely, accurate completion of client banking transactions while delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and assisting Integrated Relationship Management (IRM) efforts. Educate clients on digital self-service options like ATMs and Online/Mobile banking, help with new account openings and problem resolution, and follow 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

  • •Complete client transactions efficiently and accurately while maintaining proper handling of assigned monies and accurate records.
  • •Engage clients with courteous communication and uncover financial needs, performing complex transactions with assistance as needed.
  • •Educate clients on digital self-service solutions including ATMs, Online banking, and Mobile banking.
  • •Support sales processes through outbound calls, checking for client offers, identifying needs/opportunities, and referring clients to appropriate team members.
  • •Follow 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

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

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 and a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and basic computer applications such as Microsoft Office.
Experience:BankingFinancial servicesCustomer serviceTeller
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficeOnline bankingMobile bankingATMsPC

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