Universal Banker Sam Rittenburg

Truist Financial
Charleston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multitasking","Risk awareness"]

Provide timely, accurate handling of client transactions while delivering a high-quality in-branch service experience. Cross-train to support sales and service activities, including outbound calling to uncover needs and identify offers or referrals. Educate clients on digital self-service tools like ATMs and online/mobile banking, support integrated relationship management, and follow internal controls, risk management, and operational procedures. Serve as a secondary contact for new account openings and issue resolution.

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Truist Financial
Truist Financial
2 months ago

Universal Banker Sam Rittenburg

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide timely, accurate handling of client transactions while delivering a high-quality in-branch service experience. Cross-train to support sales and service activities, including outbound calling to uncover needs and identify offers or referrals. Educate clients on digital self-service tools like ATMs and online/mobile banking, support integrated relationship management, and follow internal controls, risk management, and operational procedures. Serve as a secondary contact for new account openings and issue resolution.
Location: Charleston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a consistent, client-focused experience by completing complex and standardized transactions and maintaining accurate records of assigned monies
  • •Educate clients on digital self-service solutions such as ATMs and online/mobile banking
  • •Support the sales process through client outreach via outbound calls, identifying needs/offers, and referring to appropriate specialists
  • •Apply integrated relationship management practices to deliver solutions for client needs
  • •Follow internal controls, operational procedures, and risk management policies, and serve as a secondary contact for new account openings and problem resolution
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysSick DaysDisability Insurance

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 and software skills for branch automation, including basic computer applications (e.g., Microsoft Office)
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingRisk awareness
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline 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