Universal Banker PT/20HR - Port Charlotte

Truist Financial
Florida
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multitasking","Risk awareness"]

Provide timely, accurate client transactions while delivering a consistent, high-quality customer experience. Cross-trained to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions such as ATMs, Online and Mobile banking, assist with new account openings and problem resolution, and maintain compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 months ago

Universal Banker PT/20HR - Port Charlotte

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide timely, accurate client transactions while delivering a consistent, high-quality customer experience. Cross-trained to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions such as ATMs, Online and Mobile banking, assist with new account openings and problem resolution, and maintain compliance with internal controls, operational procedures, and risk management policies.
Location: Florida
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper records and handling assigned monies.
  • •Deliver a superior client experience by conducting both complex and standardized transactions and uncovering client needs.
  • •Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calling, checking client offers, and referring or fulfilling client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies while participating in retail leadership routines and training.
Travel: Low travel

Pay and Benefits

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 multi-task under time constraints.
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMultitaskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline 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