Universal Banker - 20hr - Northwood

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking"]

Handle client transactions accurately while delivering a superior client experience. Cross-train to support sales and service activities with an emphasis on outbound calling and Integrated Relationship Management (IRM). Educate customers on digital self-service options, participate in retail leadership routines, and help with new account openings and problem resolution, while following internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
22 hours ago

Universal Banker - 20hr - Northwood

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

Job Summary

Handle client transactions accurately while delivering a superior client experience. Cross-train to support sales and service activities with an emphasis on outbound calling and Integrated Relationship Management (IRM). Educate customers on digital self-service options, participate in retail leadership routines, and help with new account openings and problem resolution, while following internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Part time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions and uncovering client needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, and referring opportunities to the appropriate branch team.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions tailored to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; assist with new account openings and problem resolution.
Travel: Low 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 a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and basic computer applications (e.g., Microsoft Office).
Education:High School
Skills:Interpersonal skillsCommunicationMulti-tasking
Languages:English
Tech Stack:Microsoft OfficeATMsOnline 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