Truist Financial

4 weeks ago

Universal Banker PT (20hrs) - Collegeville Branch

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a strong customer experience in branch operations. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Cross-train to support sales and service activities, including outbound calling and assisting Integrated Relationship Management (IRM). Handle new account openings and problem resolution, follow internal controls and risk management, and complete required training and knowledge development.

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Provide a distinctive client experience by completing complex and standardized transactions while uncovering client needs and maintaining accurate records.
•Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
•Support the team sales process through outbound calling, identifying client offers and opportunities, and referring or fulfilling needs as appropriate.
•Support Integrated Relationship Management (IRM) and deliver Truist expertise and solutions tailored to client needs.
•Serve as secondary contact for new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 and branch automation software skills, and demonstrate basic computer application proficiency (e.g., Microsoft Office).

Experience:2+ yearsBanking

Education:High School

Skills:CommunicationInterpersonal skillsMultitaskingCustomer serviceRisk 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

Website LinkedIn

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Truist Financial

4 weeks ago

Universal Banker PT (20hrs) - Collegeville Branch

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Provide a distinctive client experience by completing complex and standardized transactions while uncovering client needs and maintaining accurate records.
•Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
•Support the team sales process through outbound calling, identifying client offers and opportunities, and referring or fulfilling needs as appropriate.
•Support Integrated Relationship Management (IRM) and deliver Truist expertise and solutions tailored to client needs.
•Serve as secondary contact for new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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 and branch automation software skills, and demonstrate basic computer application proficiency (e.g., Microsoft Office).

Experience:2+ yearsBanking

Education:High School

Skills:CommunicationInterpersonal skillsMultitaskingCustomer serviceRisk 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

Website LinkedIn