Universal Banker - Lakeline

Truist Financial
Austin
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client interaction","Multi-tasking","Customer service","Compliance mindset"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and detailed records. Deliver a high-quality client experience by identifying financial needs, cross-training to support sales and service, educating clients on digital self-service options (ATMs, online and mobile banking), and helping with outbound outreach and Integrated Relationship Management activities. Follow operational controls, risk management policies, and branch procedures to ensure compliance and support problem resolution for new account openings.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Lakeline

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and detailed records. Deliver a high-quality client experience by identifying financial needs, cross-training to support sales and service, educating clients on digital self-service options (ATMs, online and mobile banking), and helping with outbound outreach and Integrated Relationship Management activities. Follow operational controls, risk management policies, and branch procedures to ensure compliance and support problem resolution for new account openings.
Location: Austin
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by facilitating courteous conversation and completing complex and standardized transactions.
  • •Educate clients on digital self-service solutions, including ATMs, online, and mobile banking, to improve their service experience.
  • •Support the team sales process through outbound calls and identifying client needs or opportunities for referrals.
  • •Follow internal controls, operational procedures, and risk management policies to maintain compliance with current guidelines.
  • •Act as a secondary contact for new account openings and problem resolution, offering applicable products and services.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick Days

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 and strong desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:BankingClient services
Education:High School
Skills:Interpersonal communicationClient interactionMulti-taskingCustomer serviceCompliance mindset
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline 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