Universal Banker - Osceola Area

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking"]

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate customers on digital self-service options such as ATMs and online/mobile banking. Support the branch sales process through outbound calling, identifying client needs, and referring clients to specialists. Play a key role in integrated relationship management, new account openings, and problem resolution, while following internal controls and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Universal Banker - Osceola Area

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate customers on digital self-service options such as ATMs and online/mobile banking. Support the branch sales process through outbound calling, identifying client needs, and referring clients to specialists. Play a key role in integrated relationship management, new account openings, and problem resolution, while following internal controls and risk management policies.
Location: Orlando
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 while 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 for client offers, and identifying opportunities by fulfilling needs or referring clients.
  • •Support integrated relationship management (IRM) to deliver Truist expertise and solutions for client needs.
  • •Follow internal controls, operational procedures, and risk management policies while handling new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid 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 with a desire to interact with clients and prospects.
  • •Ability to master personal computer keyboard and software skills for branch automation, including basic proficiency with Microsoft Office.
Experience:Banking
Education:High School
Skills:Interpersonal communicationMulti-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