Universal Banker- South Elm Street

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multitasking","Customer relationship building","Adherence to controls"]

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by uncovering needs, handling complex and standardized transactions, and educating clients on digital self-service options like ATMs, Online, and Mobile banking. Support sales and relationship efforts through outbound calling, referrals, and Integrated Relationship Management (IRM) activities, while following internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
22 hours ago

Universal Banker- South Elm Street

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by uncovering needs, handling complex and standardized transactions, and educating clients on digital self-service options like ATMs, Online, and Mobile banking. Support sales and relationship efforts through outbound calling, referrals, and Integrated Relationship Management (IRM) activities, while following internal controls, risk management, and operational procedures.
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 accurately.
  • •Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
  • •Support team sales process through outbound calls, checking for client offers, and identifying needs or opportunities with referrals as needed.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • •Adhere to internal controls, operational procedures, and risk management policies while serving as a secondary contact 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 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 and perform basic computer applications (including Microsoft Office).
Experience:BankingFinancial services
Education:High School
Skills:Interpersonal communicationClient serviceMultitaskingCustomer relationship buildingAdherence to controls
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboard

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