Part Time Universal Banker - 20 hours - Leland

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Customer-focused","Risk awareness"]

Provide timely, accurate processing of client transactions and maintain proper handling of assigned monies while delivering a high-quality client experience. Educate customers on digital self-service options such as ATMs and Online/Mobile banking, and support outbound calling to identify needs, offers, and sales opportunities. Cross-train to assist with sales and Integrated Relationship Management (IRM) activities, while adhering to risk management and internal controls.

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Truist Financial
Truist Financial
3 days ago

Part Time Universal Banker - 20 hours - Leland

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions and maintain proper handling of assigned monies while delivering a high-quality client experience. Educate customers on digital self-service options such as ATMs and Online/Mobile banking, and support outbound calling to identify needs, offers, and sales opportunities. Cross-train to assist with sales and Integrated Relationship Management (IRM) activities, while adhering to risk management and internal controls.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a consistent, distinctive client experience by engaging clients and completing complex and standardized transactions accurately.
  • •Educate clients on digital self-service solutions (ATMs, Online and Mobile banking) to enhance the service experience.
  • •Support the sales process through outbound calling, identifying client needs/opportunities, and referring clients to appropriate teams when needed.
  • •Support Integrated Relationship Management (IRM) by delivering Truist expertise and solutions aligned to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, including participating in training and leadership routines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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, including basic computer applications (e.g., Microsoft Office), and to multitask under time constraints.
Experience:BankingCustomer service
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingCustomer-focusedRisk awareness
Languages:English
Tech Stack:Microsoft Office

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