Universal Banker Spartanburg Downtown

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Interpersonal skills","Communication","Client service","Multi-tasking"]

Provide timely, accurate processing of client transactions while delivering a high-quality client experience. Cross-train to support sales and service efforts, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Serve as a secondary contact for new account openings and problem resolution, while adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Universal Banker Spartanburg Downtown

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality client experience. Cross-train to support sales and service efforts, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Serve as a secondary contact for new account openings and problem resolution, while adhering to internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions efficiently and accurately while maintaining proper records and handling assigned monies.
  • •Provide an excellent client experience by engaging clients, conducting complex and standardized transactions, and identifying customer needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calls, reviewing client offers, and identifying needs or opportunities (including referrals to branch teams/specialists).
  • •Adhere to internal controls, operational procedures, and risk management policies, and assist with new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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 for interacting with clients and prospects
  • •Ability to master PC keyboard/software for branch automation and multi-task under time constraints
Skills:Interpersonal skillsCommunicationClient serviceMulti-tasking
Languages:English
Tech Stack:PC keyboardMicrosoft OfficeATMsOnline 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