Universal Banker (Saturday Required) - Ballston

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 54,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Customer focus","Risk/compliance awareness"]

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs, educating clients on digital self-service options, and supporting sales/outbound calling and Integrated Relationship Management (IRM) activities. Cross-trained to assist with new account openings and problem resolution, while following internal controls, operational procedures, and risk-management policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 day ago

Universal Banker (Saturday Required) - Ballston

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs, educating clients on digital self-service options, and supporting sales/outbound calling and Integrated Relationship Management (IRM) activities. Cross-trained to assist with new account openings and problem resolution, while following internal controls, operational procedures, and risk-management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining accurate records and proper handling of assigned monies.
  • •Deliver a distinctive client experience by engaging clients and conducting complex and standardized transactions while uncovering needs.
  • •Educate clients on digital, self-service solutions such as ATMs, online and mobile banking.
  • •Support sales through outbound calls, checking for client offers, identifying client needs/opportunities, and referring or fulfilling as appropriate.
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 54,500 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysDisability

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 and software skills for branch automation, including basic computer applications such as Microsoft Office.
Experience:BankingFinancial servicesClient service
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingCustomer focusRisk/compliance awareness
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboardPersonal computer (PC)

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