Universal Banker - Oviedo River Oaks

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multitasking","Attention to detail"]

Provide efficient, accurate client transactions while delivering a high-quality customer experience. Serve as a cross-trained support partner focused on outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking, support branch sales outreach, assist with new account openings and problem resolution, and maintain compliance with operational controls, risk management, and internal policies.

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Truist Financial
Truist Financial
4 hours ago

Universal Banker - Oviedo River Oaks

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide efficient, accurate client transactions while delivering a high-quality customer experience. Serve as a cross-trained support partner focused on outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking, support branch sales outreach, assist with new account openings and problem resolution, and maintain compliance with operational controls, risk management, and internal policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide timely, accurate client transaction completion while maintaining thorough handling of assigned monies and accurate records.
  • •Engage clients with courteous conversation and deliver a consistent service level, including more complex transactions with assistance as needed.
  • •Educate clients on digital self-service solutions such as ATMs, Online, and Mobile banking to enhance service experience.
  • •Support the sales process through outbound calls, checking client offers, identifying needs/opportunities, and referring clients to appropriate branch team members or specialists.
  • •Maintain adherence to internal controls, operational procedures, risk management policies, and support new account openings and problem resolution for clients and prospects.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

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 demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:BankingFinancial servicesClient serviceCash handlingSales
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMultitaskingAttention to detail
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC 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