Universal Banker - Dry Ridge

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

Provide timely, accurate handling of client transactions while maintaining thorough records and delivering a high-quality client experience. Educate customers on digital self-service options like ATMs, online and mobile banking, and support sales outreach through outbound calling. Act as a secondary contact for new account openings and problem resolution, partnering with teams using Integrated Relationship Management (IRM) routines. Complete required training and follow risk, controls, and operational procedures.

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Truist Financial
Truist Financial
3 days ago

Universal Banker - Dry Ridge

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Provide timely, accurate handling of client transactions while maintaining thorough records and delivering a high-quality client experience. Educate customers on digital self-service options like ATMs, online and mobile banking, and support sales outreach through outbound calling. Act as a secondary contact for new account openings and problem resolution, partnering with teams using Integrated Relationship Management (IRM) routines. Complete required training and follow risk, controls, and operational procedures.
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 proper handling of assigned monies and accurate records.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process by participating in client outreach through outbound calls and identifying client needs or opportunities.
  • •Use Integrated Relationship Management (IRM) to deliver Truist expertise and solutions to 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

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

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 and branch automation software skills, and to multi-task under time constraints.
Experience:BankingClient service
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingRisk awarenessAttention to detail
Languages:English
Tech Stack:Microsoft Office

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