Universal Banker
Truist 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 includedPreferred Qualifications:One year of client relationship building or sales experienceKnowledge of advanced or complex branch transactions, risk management and loss preventionExperience with sourcing and prospecting for new clients and client relationship buildingGeneral understanding of bank operations, policies and proceduresTruist 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.
- ...Universal Banker The Universal Banker role consists of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and...SuggestedImmediate startRemote workNight shift
- Overview The Universal Banker role consists of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing...SuggestedFull timeFor contractorsRemote workNight shift
- City National Bank of Florida is seeking a Universal Banker Senior to assist clients with exceptional service, perform paying, receiving and balance procedures, and support bankers across servicing functions. You will open accounts, process wires, handle requests, and...SuggestedWeekend work
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- Location: On site at location listed in job posting Schedule: Monday through Friday, 8:30AM to 5:00PM Essential Duties And Responsibilities Sales and Service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality...SuggestedMonday to Friday
$34.1k - $49.38k
...Universal Banker IIUnited Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support...Full timeLocal areaRemote work$41.6k - $53.83k
...Universal Banker The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with...Hourly payFull timePart time$41.6k - $53.83k
...The Universal Banker The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with...Full timePart time- Job Title Provide 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...Temporary workWork at officeNight shiftWeekend work
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- Kids for the Future in Miami, FL is seeking a Part-Time Universal Banker to assist customers with banking needs and provide full service to clients and prospects. The role involves cross-selling opportunities and referrals while delivering exceptional customer service....Part time
- Citi in Miami, FL is seeking an entry level Universal Banker to assist in sales, products and service activities with the customer service team. The goal is to build loyalty with individual consumer clients and grow branch relationships. You will help with basic account...Part time
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- The Universal Banker position at Citi is an entry-level role designed to support sales, products, and service activities in coordination with the customer service team in Miami. It aims to foster customer relationships, increase loyalty, and help grow sales to individual...Part time
$41.6k - $53.83k
Citigroup Inc. in Miami is seeking an entry-level Universal Banker to assist in sales, products and service activities in coordination with the customer service team. The role develops customer relationships, processes basic account openings, handles transactions, and...Part time- Citigroup Inc. in Miami is seeking a Universal Banker in a part-time capacity. The role supports the branch team by opening basic accounts, delivering service, and handling transactions in line with Citi policies. Ideal candidates have 1-3 years in retail banking, strong...Part time
- Truist Miami Beach location is seeking a Regular full‑time Teller/Client Service Associate to provide timely and accurate client transactions and maintain records. You will guide clients through digital banking tools and support the sales process with outbound outreach....Full timePart timeWeekend work
- Citigroup Inc. in Miami, FL, is seeking an entry-level Universal Banker to assist in executing sales, products, or service activities with the customer service team. The role focuses on fostering customer relationships and increasing loyalty while supporting branch operations...
- City National Bank of Florida is hiring a Universal Banker Senior in Miami to deliver exceptional client service while handling a broad range of banking transactions. You will greet clients, open accounts, process wire transfers, and support bankers with cross-selling...
- A leading financial institution is hiring an entry-level Universal Banker in Miami, Florida. This role involves assisting with sales, supporting customer service, and fostering relationships to enhance client loyalty. Candidates should have 1-3 years of experience and...
- Truist is seeking a service-oriented associate in Miami to deliver a distinctive client experience and handle both standard and complex transactions. You will educate clients on digital banking tools and participate in outbound outreach to uncover opportunities. Join a ...Part time
$46.6k - $60.8k
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address...Full timeFlexible hours- Teller Position Sign-on bonus of $500.00 to be paid after six months of continuous service. This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness...Work at officeRelocation packageShift workNight shift
- Location: On site at location listed in job posting Schedule: Monday-Friday 8:30AM-5:00PM, Saturday 8:30AM-1:30 PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment...Monday to Friday
$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...English/Spanish Speaking Preferred Education Bachelor's Degree/University degree or equivalent experience This job description provides a...Full time- City National Bank of Florida is seeking a results-driven Small Business Banker to build lasting relationships with businesses up to $5 million in revenue. You will deliver strategic financial solutions, drive growth through deposits, loans, and treasury services, and...Local area
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- Citi is seeking an Universal Banker in Miami to assist with account openings, resolve service issues, and execute financial transactions. You will identify sales opportunities and support branch campaigns while ensuring compliance with bank policies. Ideal candidates have...Part time
$41.71k - $65k
...Application Deadline: 08/30/2026 Address: 5225 University Parkway Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that...Part timeLocal areaImmediate startDay shift
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