Universal Banker - Jax Town Center

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Interpersonal skills","Multitasking","Customer service","Relationship building"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a superior client experience by understanding financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-trained to support sales and service activities, participate in retail routines, and follow controls, risk management, and compliance procedures.

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Truist Financial
Truist Financial
18 hours ago

Universal Banker - Jax Town Center

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a superior client experience by understanding financial needs, educating clients on digital self-service options (ATMs, Online and Mobile banking), and supporting outbound calling and Integrated Relationship Management (IRM). Cross-trained to support sales and service activities, participate in retail routines, and follow controls, risk management, and compliance procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide courteous client interactions and complete complex and standardized transactions while uncovering client needs and maintaining accurate records.
  • •Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, identifying needs/opportunities, and referring to branch team members or specialists.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for client needs.
  • •Adhere to internal controls, operational procedures, risk management policies, and participate in training and leadership routines.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

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 and strong desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and multitask under time constraints.
Experience:2+ years
Education:High School
Skills:CommunicationInterpersonal skillsMultitaskingCustomer serviceRelationship building
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline bankingMobile banking

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