Part Time Universal Banker - 30 Hours - Blakeney

Truist Financial
Charlotte
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multitasking","Client interaction","Attention to detail"]

Provide timely, accurate processing of client transactions while maintaining proper handling of money and records. Deliver an excellent client experience by identifying financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting sales and Integrated Relationship Management activities through outbound calls. Follow internal controls, risk management, and operational procedures, and support new account openings and problem resolution as a secondary contact.

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Truist Financial
Truist Financial
1 day ago

Part Time Universal Banker - 30 Hours - Blakeney

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of money and records. Deliver an excellent client experience by identifying financial needs, educating customers on digital self-service options (ATMs, Online and Mobile banking), and supporting sales and Integrated Relationship Management activities through outbound calls. Follow internal controls, risk management, and operational procedures, and support new account openings and problem resolution as a secondary contact.
Location: Charlotte
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a consistent, client-focused experience while completing complex and standardized transactions and maintaining accurate records.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process by participating in outbound calling, checking for client offers, and identifying needs or opportunities.
  • •Support Integrated Relationship Management (IRM) by delivering Truist expertise and solutions for clients’ needs.
  • •Follow internal controls, operational procedures, and risk management policies; support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid 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 personal computer keyboard and software skills for branch automation, including basic proficiency with Microsoft Office.
Experience:BankingRetail bankingClient service
Education:High School
Skills:Interpersonal communicationMultitaskingClient interactionAttention to detail
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

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