Universal Banker- Lake Jeanette

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client focus","Attention to detail"]

Provide timely, accurate service for client transactions while maintaining proper money-handling records and delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) efforts. Educate clients on digital self-service options like ATMs, Online and Mobile banking, assist with new account openings and problem resolution, and follow internal controls, risk management, and retail leadership routines.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
22 hours ago

Universal Banker- Lake Jeanette

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide timely, accurate service for client transactions while maintaining proper money-handling records and delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) efforts. Educate clients on digital self-service options like ATMs, Online and Mobile banking, assist with new account openings and problem resolution, and follow internal controls, risk management, and retail leadership routines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently while maintaining accurate records and proper handling of assigned monies.
  • •Deliver a distinctive client experience by engaging clients, conducting complex and standardized transactions, and uncovering client needs.
  • •Educate clients on digital self-service solutions (ATMs, Online, and Mobile banking) to enhance service experience.
  • •Support outbound client outreach by making outbound calls, checking for client offers, identifying needs/opportunities, and referring clients to appropriate teams or specialists.
  • •Follow internal controls, operational procedures, and risk management policies; support new account openings and problem resolution as a secondary contact.
Travel: Low travel

Pay and Benefits

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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:2+ yearsBankingClient serviceSales
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient focusAttention to detail
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC 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