Universal Banker- Magothy Gateway

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 52,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Interpersonal skills","Customer service","Multitasking","Risk awareness"]

Handle client transactions accurately while delivering a high-quality, friendly service experience and maintaining thorough money-handling records. Educate customers on digital, self-service banking options (ATMs, Online and Mobile Banking) and cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM). Assist with new account openings and problem resolution, follow risk management and internal controls, and continuously build product knowledge through training.

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Truist Financial
Truist Financial
1 day ago

Universal Banker- Magothy Gateway

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 minutes agoStatus: Live

Job Summary

Handle client transactions accurately while delivering a high-quality, friendly service experience and maintaining thorough money-handling records. Educate customers on digital, self-service banking options (ATMs, Online and Mobile Banking) and cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM). Assist with new account openings and problem resolution, follow risk management and internal controls, and continuously build product knowledge through training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience while completing complex and standardized client transactions 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, reviewing client offers, and identifying needs/opportunities for referrals or referrals to specialists.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to client needs.
  • •Follow internal controls, operational procedures, and risk management policies; assist with new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 52,500 annually
Equity and Bonus:Equity
Perks:MedicalDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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 demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:BankingClient serviceTeller
Education:High School
Skills:CommunicationInterpersonal skillsCustomer serviceMultitaskingRisk awareness
Languages:English
Tech Stack:ATMsOnline BankingMobile BankingMicrosoft OfficePC keyboard

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