Universal Banker - Paw Creek

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client focus","Multitasking","Risk management awareness","Customer education"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a consistently high client experience. Educate clients on digital self-service banking options (ATMs, Online and Mobile). Support outbound calling and the sales process by identifying client needs, referring opportunities to specialists, and assisting with new account openings and problem resolution. Maintain compliance with controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Paw Creek

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a consistently high client experience. Educate clients on digital self-service banking options (ATMs, Online and Mobile). Support outbound calling and the sales process by identifying client needs, referring opportunities to specialists, and assisting with new account openings and problem resolution. Maintain compliance with controls, operational procedures, and risk management policies.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete complex and standardized client transactions accurately while maintaining proper handling of assigned monies and accurate records
  • •Provide a distinctive client experience through courteous conversation and identifying client needs during transactions
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking
  • •Support outbound calling and the team sales process by checking client offers and referring or fulfilling client opportunities
  • •Adhere to internal controls and risk management policies; serve as secondary contact for new account openings and problem resolution
Travel: Low travel

Pay and Benefits

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)
Education:High School
Skills:Interpersonal communicationClient focusMultitaskingRisk management awarenessCustomer education
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