Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Banker - Emerald Coast Parkway

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 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 procedures

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Universal Banker - Emerald Coast Parkway in Destin, Okaloosa County, FL vacancy
  • The Teller II conducts transactions with speed, accuracy, and efficiency, meeting or exceeding service quality standards while safeguarding bank assets assigned to them. This role contributes to the bank's growth by promoting and cross-selling bank products and services...
    Suggested
    Work at office
    Flexible hours
    Night shift

    CEN

    Destin, Okaloosa County, FL
    1 day ago
  • Bank of America is hiring for a client associate position in a busy financial center. You will engage clients in the lobby, educate them on self-service options, and accurately process cash transactions while building relationships to identify solutions that meet financial...
    Suggested
    Weekend work
    Afternoon shift

    Bank of America

    Fort Walton Beach, FL
    3 days ago
  • $43.81k

     ...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services,... 
    Suggested
    Full time
    Flexible hours

    Regions Financial

    Shalimar, FL
    3 days ago
  • $37.62k

     ...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to... 
    Suggested
    Full time
    Flexible hours

    Regions Financial

    Mary Esther, FL
    2 days ago
  • ESSENTIAL DUTIES & RESPONSIBILITIES: Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and...
    Suggested
    Work at office
    Local area
    Afternoon shift

    Hancock Whitney

    Fort Walton Beach, FL
    3 days ago
  • A leading financial institution in Fort Walton Beach seeks a Relationship Banker II to meet with customers and address their financial needs. In this full-time role, you will engage clients, conduct sales calls, and offer diverse banking solutions. Ideal candidates will... 
    Full time

    Regions Bank

    Fort Walton Beach, FL
    4 days ago
  • $17 per hour

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Fort Walton Beach, FL, US Starting Pay: $17.00 Position Closing Date: 10/22/2026 Role: ...
    Full time
    Work at office
    Immediate start
    Night shift

    Eglin Federal Credit Union

    Fort Walton Beach, FL
    5 days ago
  • Job Description Job Description At ServisFirst, Our Name is Our Mission.      DUTIES AND RESPONSIBILITIES   The Commercial Banking Officer is responsible for developing new business, underwriting, structuring and the closing of commercial loans, as well as...
    Work at office
    Local area

    ServisFirst Bank

    Fort Walton Beach, FL
    a month ago
  •  ...Job Description Job Description A Personal Banker provides customer service to prospective and existing bank clients via face to face or telephone interaction in a professional office environment.  Service includes, but is not limited to, sale of bank products and... 
    Full time
    Part time
    Work at office

    FNBT BANK

    Fort Walton Beach, FL
    11 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker - Emerald Coast Parkway. Be the first to apply!