Universal Banker (Saturdays Required) - Oaklawn

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multitasking","Customer service orientation","Risk awareness"]

Handle client transactions with accuracy while maintaining proper records and safeguarding assigned monies. Provide a consistent, high-quality client experience by identifying client needs, educating customers on digital self-service options, and supporting sales through outbound calling and referrals. Participate in retail community bank leadership routines, stay current on policies and risk management, and serve as a secondary contact for new account openings and problem resolution.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 week ago

Universal Banker (Saturdays Required) - Oaklawn

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 minutes agoStatus: Live

Job Summary

Handle client transactions with accuracy while maintaining proper records and safeguarding assigned monies. Provide a consistent, high-quality client experience by identifying client needs, educating customers on digital self-service options, and supporting sales through outbound calling and referrals. Participate in retail community bank leadership routines, stay current on policies and risk management, and serve as a secondary contact for new account openings and problem resolution.
Location: United States
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 and uncovering client needs.
  • •Educate clients on digital self-service solutions, including ATMs and online/mobile banking.
  • •Support the sales process by conducting outbound calls, checking offers, and referring clients to appropriate branch team members or specialists.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • •Adhere to internal controls, operational procedures, and risk management policies while serving as secondary contact for new account openings and issue resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid LeaveSick Days

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 and the 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 serviceRetail bankingSales
Education:High School
Skills:Interpersonal communicationMultitaskingCustomer service orientationRisk awareness
Languages:English
Tech Stack:Microsoft OfficePCKeyboardOnline bankingMobile bankingATMs

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