Universal Banker - 150 West Main

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Customer service","Multitasking","Risk awareness","Client relationship building"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned funds and records. Deliver a high-quality client experience by identifying financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting the sales process through outbound calling and IRM activities. Maintain compliance with internal controls and risk policies, participate in retail leadership routines and training, and act as a secondary contact for new account openings and issue resolution.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
3 days ago

Universal Banker - 150 West Main

✓ Verified Job

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

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 funds and records. Deliver a high-quality client experience by identifying financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting the sales process through outbound calling and IRM activities. Maintain compliance with internal controls and risk policies, participate in retail leadership routines and training, and act as a secondary contact for new account openings and issue resolution.
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 proper records and handling assigned monies.
  • •Engage and educate clients on digital self-service solutions, including ATMs, Online banking, and Mobile banking.
  • •Support the sales process through outbound calling and identifying opportunities by fulfilling needs or routing/referring clients to branch specialists.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance with current guidelines.
  • •Participate in retail leadership routines, ongoing training, and support new account openings and problem resolution as a secondary contact.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401k

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 for interacting with clients and prospects.
  • •Ability to master PC keyboard/software skills and basic computer applications (including Microsoft Office).
Experience:2+ years
Education:High School
Skills:CommunicationCustomer serviceMultitaskingRisk awarenessClient relationship 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