Universal Banker - 20hr - Carrollwood

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multitasking","Attention to detail","Relationship building"]

Handle client transactions efficiently and accurately while maintaining proper handling of assigned funds. Deliver a strong client experience by identifying financial needs, educating clients on digital and self-service banking options, and supporting outbound calls to uncover opportunities. Cross-train to assist sales and service activities, contribute to Integrated Relationship Management, and follow internal controls, risk management policies, and branch operating routines.

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Truist Financial
Truist Financial
1 week ago

Universal Banker - 20hr - Carrollwood

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 minutes agoStatus: Live

Job Summary

Handle client transactions efficiently and accurately while maintaining proper handling of assigned funds. Deliver a strong client experience by identifying financial needs, educating clients on digital and self-service banking options, and supporting outbound calls to uncover opportunities. Cross-train to assist sales and service activities, contribute to Integrated Relationship Management, and follow internal controls, risk management policies, and branch operating routines.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, facilitating courteous conversations, and completing complex and standardized transactions while uncovering needs.
  • •Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the team sales process via outbound calls, checking for client offers, and identifying client needs or opportunities through referrals or referrals to specialist branch members.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions tailored to clients’ needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, and act as a secondary contact for new account openings and problem resolution.
Travel: Medium 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 and a desire to interact with clients and prospects.
  • •Ability to master PC keyboard and branch automation software skills, including demonstrated proficiency with basic computer applications such as Microsoft Office.
Experience:Banking
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingAttention to detailRelationship building
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC 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