Universal Banker - Milton

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client relationship building","Customer service orientation","Risk awareness","Attention to detail"]

Provide timely, accurate handling of client transactions while delivering a consistent, high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate customers on digital, self-service solutions such as ATMs and online/mobile banking. Adhere to internal controls, operational procedures, and risk management policies, and support new account openings and problem resolution for branch clients and prospects.

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Truist Financial
Truist Financial
1 month ago

Universal Banker - Milton

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide timely, accurate handling of client transactions while delivering a consistent, high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate customers on digital, self-service solutions such as ATMs and online/mobile banking. Adhere to internal controls, operational procedures, and risk management policies, and support new account openings and problem resolution for branch clients and prospects.
Location: Florida
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.
  • •Engage clients with courteous conversation and deliver a distinctive client experience.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls and identifying client needs/offers, including referrals.
  • •Adhere to internal controls, operational procedures, and risk management policies; assist with new account openings and problem resolution.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401k

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.
  • •Proficiency with personal computer (PC) keyboard/software skills and basic computer applications such as Microsoft Office.
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient relationship buildingCustomer service orientationRisk awarenessAttention to detail
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboardWeb-based learning

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