Universal Banker - Trail Plaza

Truist Financial
Miami
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-focused service","Interpersonal communication","Multitasking","Risk awareness","Compliance mindset"]

Provide timely, accurate transaction handling and deliver a superior client experience while maintaining proper records of client monies. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - Trail Plaza

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide timely, accurate transaction handling and deliver a superior client experience while maintaining proper records of client monies. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions (ATMs, Online and Mobile banking), support new account openings and problem resolution, and follow internal controls, operational procedures, and risk management policies.
Location: Miami
Workplace: Onsite
Employment Type: Full time
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 such as ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calling, checking for client offers, identifying needs, and referring clients as appropriate.
  • •Apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid 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 for branch automation and basic computer applications (e.g., Microsoft Office).
Experience:BankingClient serviceTeller
Education:High School
Skills:Client-focused serviceInterpersonal communicationMultitaskingRisk awarenessCompliance 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