Truist Financial

4 days ago

Universal Banker - Lake Sumter Area

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Deliver timely, accurate client transactions and provide a high-quality banking experience while maintaining proper handling of client monies and records. Cross-train to support sales and service, including outbound calling, identifying client needs, and referring clients to appropriate teams. Educate clients on digital self-service solutions such as ATMs, Online and Mobile banking, and support Integrated Relationship Management (IRM) through Truist retail routines and ongoing training.

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 completing complex and standardized transactions accurately while uncovering client needs.
•Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
•Support the team sales process through outbound calls, checking for offers, identifying needs/opportunities, and referring clients to specialists or branch teams.
•Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to client needs.
•Follow internal controls, operational procedures, and risk management policies, staying current on updates and changes.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionRsus

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.
•Proficiency with PC keyboard/software for branch automation, including basic Microsoft Office applications.

Experience:2+ years

Education:High School

Skills:Interpersonal communicationClient focusMultitaskingRisk awarenessDigital education

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

Website LinkedIn

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Truist Financial

4 days ago

Universal Banker - Lake Sumter Area

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 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 completing complex and standardized transactions accurately while uncovering client needs.
•Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
•Support the team sales process through outbound calls, checking for offers, identifying needs/opportunities, and referring clients to specialists or branch teams.
•Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to client needs.
•Follow internal controls, operational procedures, and risk management policies, staying current on updates and changes.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionRsus

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.
•Proficiency with PC keyboard/software for branch automation, including basic Microsoft Office applications.

Experience:2+ years

Education:High School

Skills:Interpersonal communicationClient focusMultitaskingRisk awarenessDigital education

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

Website LinkedIn