Universal Banker PT 20HR - 17th and Alton

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

Provide timely, accurate banking transactions while delivering a high-quality client experience and uncovering customer needs. Educate clients on digital self-service options like ATMs and Online/Mobile banking. Support sales through outbound calls, reviewing offers, and referring clients to the right team members. Help execute Integrated Relationship Management (IRM) and participate in retail community bank leadership routines while following internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
1 month ago

Universal Banker PT 20HR - 17th and Alton

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide timely, accurate banking transactions while delivering a high-quality client experience and uncovering customer needs. Educate clients on digital self-service options like ATMs and Online/Mobile banking. Support sales through outbound calls, reviewing offers, and referring clients to the right team members. Help execute Integrated Relationship Management (IRM) and participate in retail community bank leadership routines while following internal controls, risk management, and operational procedures.
Location: Florida
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, completing complex and standardized transactions, and uncovering needs.
  • •Educate clients on digital, self-service solutions including ATMs and Online/Mobile banking.
  • •Support the team sales process through outbound calls and identifying client needs or opportunities, fulfilling needs or referring to appropriate specialists.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Adhere to internal controls, operational procedures, and risk management policies while assisting with new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid LeaveSick Days

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.
  • •Proficiency with a personal computer (PC) keyboard/software, including basic Microsoft Office applications, with ability to multitask under time constraints.
Experience:BankingFinancial servicesCustomer service
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingCustomer-focused serviceRisk awareness
Languages:English
Tech Stack:Microsoft OfficePC

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