Universal Banker - Rockvale Branch

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multitasking","Risk awareness","Problem resolution"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a consistent, high-quality client experience by supporting complex and standardized transactions, educating customers on digital self-service options (ATMs, Online and Mobile banking), and participating in outbound calling tied to Integrated Relationship Management (IRM). Support account openings and issue resolution, adhere to internal controls and risk policies, and complete required training.

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Truist Financial
Truist Financial
5 days ago

Universal Banker - Rockvale Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 42 minutes agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a consistent, high-quality client experience by supporting complex and standardized transactions, educating customers on digital self-service options (ATMs, Online and Mobile banking), and participating in outbound calling tied to Integrated Relationship Management (IRM). Support account openings and issue resolution, adhere to internal controls and risk policies, and complete required training.
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 completing complex and standardized transactions while maintaining accurate records and proper handling of all monies assigned
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking
  • •Support the sales process through outbound calling, checking for client offers, and identifying client needs or opportunities via IRM
  • •Serve as a secondary contact for new account openings and problem resolution by offering applicable products and services
  • •Adhere to internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes and complete required training
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 and a desire to interact with clients and prospects
  • •Ability to master PC keyboard/software skills for branch automation, demonstrate proficiency in basic computer applications (Microsoft Office), and multi-task under time constraints
Experience:BankingFinancial services
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingRisk awarenessProblem resolution
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