Universal Banker - West Cobb

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client interaction","Multitasking","Customer-focused"]

Provide timely, efficient service for client transactions while maintaining accurate records and handling assigned funds. Deliver a high-quality client experience by understanding financial needs and cross-supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service options such as ATMs, online and mobile banking. Follow internal controls and risk management policies, and support new account openings and problem resolution.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - West Cobb

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 minutes agoStatus: Live

Job Summary

Provide timely, efficient service for client transactions while maintaining accurate records and handling assigned funds. Deliver a high-quality client experience by understanding financial needs and cross-supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Educate clients on digital self-service options such as ATMs, online and mobile banking. Follow internal controls and risk management policies, and support new account openings and problem resolution.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid 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 or fulfilling client needs
  • •Follow Integrated Relationship Management (IRM) practices to deliver Truist expertise and solutions
  • •Adhere to internal controls, operational procedures, and risk management policies, including supporting new account openings and problem resolution
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick 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
  • •Ability to master PC keyboard/software skills for branch automation and multi-task under time constraints
Experience:BankingClient service
Education:High School
Skills:Interpersonal skillsCommunicationClient interactionMultitaskingCustomer-focused
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