Truist Financial

2 weeks ago

Universal Banker - Highway 92 & Main

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of customer transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by identifying financial needs and educating clients on digital self-service options like ATMs, Online and Mobile banking. Cross-train to support outbound calling and Integrated Relationship Management (IRM), including assisting with new account openings, problem resolution, and referring clients to specialists as needed.

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 engaging clients and completing complex and standardized transactions while identifying needs.
•Educate clients on digital, self-service solutions including ATMs, Online banking, and Mobile banking.
•Support the team sales process through outbound calling, checking for client offers, and identifying client needs or opportunities.
•Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
•Follow internal controls, operational procedures, and risk management policies, including secondary support for new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•High school diploma or equivalent education.
•Two years of teller, 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, multitask under time constraints, and use basic computer applications such as Microsoft Office.

Experience:BankingClient serviceCash handling

Education:High School

Skills:Interpersonal skillsCommunicationCustomer focusMulti-taskingAttention to detail

Languages:English

Tech Stack:Microsoft OfficePC

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

Website LinkedIn

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Truist Financial

2 weeks ago

Universal Banker - Highway 92 & Main

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

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 engaging clients and completing complex and standardized transactions while identifying needs.
•Educate clients on digital, self-service solutions including ATMs, Online banking, and Mobile banking.
•Support the team sales process through outbound calling, checking for client offers, and identifying client needs or opportunities.
•Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
•Follow internal controls, operational procedures, and risk management policies, including secondary support for new account openings and problem resolution.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•High school diploma or equivalent education.
•Two years of teller, 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, multitask under time constraints, and use basic computer applications such as Microsoft Office.

Experience:BankingClient serviceCash handling

Education:High School

Skills:Interpersonal skillsCommunicationCustomer focusMulti-taskingAttention to detail

Languages:English

Tech Stack:Microsoft OfficePC

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

Website LinkedIn