Universal Banker - Poquoson

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client focus","Multitasking","Risk awareness"]

Handle client transactions accurately while maintaining complete records and cash handling procedures. Provide a superior client experience by uncovering needs, educating customers on digital self-service options, and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist with sales and service, serve as a secondary contact for new account openings and issue resolution, and stay current on controls, operational procedures, and required retail leadership routines.

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Truist Financial
Truist Financial
1 week ago

Universal Banker - Poquoson

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 minutes agoStatus: Live

Job Summary

Handle client transactions accurately while maintaining complete records and cash handling procedures. Provide a superior client experience by uncovering needs, educating customers on digital self-service options, and supporting outbound calling and Integrated Relationship Management activities. Cross-trained to assist with sales and service, serve as a secondary contact for new account openings and issue resolution, and stay current on controls, operational procedures, and required retail leadership routines.
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 handling assigned monies and maintaining thorough records.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process via outbound calls, reviewing client offers, and identifying needs or opportunities for referrals.
  • •Apply Integrated Relationship Management (IRM) practices to deliver Truist expertise and solutions to client needs.
  • •Serve as secondary contact for new account openings and problem resolution, handling work volume based on branch demands.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid 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 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+ yearsBankingRetail banking
Education:High School
Skills:Interpersonal skillsCommunicationClient focusMultitaskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMOnline 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