Universal Banker - Old Milton Parkway

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multitasking","Customer service orientation","Risk awareness"]

Provide timely, accurate client transaction processing while maintaining proper handling of assigned funds and records. Deliver a consistent, high-quality client experience, cross-trained to support sales and service activities with an emphasis on outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service options like ATMs, Online and Mobile banking, assist with account openings, and participate in retail leadership routines, training, and risk/compliance procedures.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Old Milton Parkway

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate client transaction processing while maintaining proper handling of assigned funds and records. Deliver a consistent, high-quality client experience, cross-trained to support sales and service activities with an emphasis on outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service options like ATMs, Online and Mobile banking, assist with account openings, and participate in retail leadership routines, training, and risk/compliance procedures.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide complex and standardized client transactions while maintaining accurate records and proper handling of monies.
  • •Educate clients on digital self-service solutions such as ATMs and Online/Mobile banking.
  • •Support the team sales process through outbound calling, checking for client offers, and identifying needs or opportunities.
  • •Follow Integrated Relationship Management (IRM) practices to deliver Truist expertise and solutions aligned to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, supporting account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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 for branch automation, including basic proficiency with Microsoft Office.
Experience:Banking
Education:High School
Skills:Interpersonal communicationMultitaskingCustomer service orientationRisk awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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