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.
$18.68 - $31.14 per hour
Bank Teller Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the ...SuggestedHourly pay$25 per hour
...Overview Join Univest as a Personal Banker in our New Holland office and build meaningful relationships while helping customers... ...of the Excel Level 1 course and completion of the Univest University Supervisor Certificate Program Identify customer needs and cross...SuggestedTemporary 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....SuggestedFull timePart timeWork experience placementWork at office
- Job Title Salary Grade: Specialist Duties Represents the bank in a courteous and professional manner. Provides prompt, efficient, and accurate services to customers. Expands customer base through technical knowledge of retail services, products and selling techniques...Suggested
- Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities...SuggestedBank staffWork at officeNight shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
$18 - $26.21 per hour
Overview: Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities...Hourly payImmediate start$21 per hour
...help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to...Local areaAfternoon shift$17.5 per hour
Members 1st Team Member OpportunityWhen you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to...Full timeWork at officeLocal areaWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!

