Universal Banker
SunTrust Investment Services, Inc.
Job TitleProvide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.High school diploma or equivalent educationTwo years of teller or cash handling or client service experienceSix months of client relationship building or sales experienceExcellent interpersonal and communication skills, including a desire to interact with clients and prospectsAbility to master personal computer (PC) keyboard and software skills necessary for branch automationAbility to multi-task under time constraintsDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsAbility to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changesAbility to work weekends and/or extended hours with occasional travel and overnights may be includedGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
$18 - $20 per hour
...Universal Banker I United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions...SuggestedFull timeLocal areaRemote work- ...communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive...SuggestedFull timeLocal area
- ...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...SuggestedTemporary workWork experience placementImmediate start
- ...Relationship Banker IThe Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and...SuggestedNight shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Hendersonville, North Carolina.Job DescriptionAcquires and deepens...SuggestedFull timeTemporary workPart timeWork at office
- ..., Customer Experience Management., Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Prospecting., Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require a university / college degree with...Work experience placementWork at officeShift work
- ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet... ...Work Experience Roles at this level typically require a university / college degree with Education Bachelors...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Business Banker (LO) Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have...Work experience placementWork at officeImmediate start
- ...Matrix Management, Prospecting., Selling., Understanding Customer Needs Work Experience Roles at this level typically require a university / college degree with Education Bachelors Certifications No Required Certification(s) Licenses Candidates being...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties....Full timePart timeWork experience placementWork at officeShift work
- The position of Seasonal Teller is responsible for performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository...Seasonal workWork at officeNight shift
- ...Job Description Job Description SUMMARY: The position of Roving Personal Banker is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that...Work experience placementWork at officeImmediate start
- PNC is seeking a Part Time Teller based in Arden, North Carolina, within its Retail Banking organization. You will deliver a personalized customer experience, educate clients on financial options, and promote PNC products while facilitating efficient teller and branch ...Part time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!

