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

Universal Banker PT/20HR - Broward - West Glades Road

SunTrust Investment Services, Inc.

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 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 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, including a desire to interact with clients and prospects
  • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
  • Ability to multi-task under time constraints
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  • One year of client relationship building or sales experience
  • Knowledge of advanced or complex branch transactions, risk management and loss prevention
  • Experience with sourcing and prospecting for new clients and client relationship building
  • General understanding of bank operations, policies and procedures

General 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.

SunTrust Investment Services, Inc.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Universal Banker PT/20HR - Broward - West Glades Road in Boca Raton, FL vacancy
  • Job Overview Regular employee. Fluency in English required. 1st shift scheduled in the United States of America. Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. Deliver superior...
    PTS card
    Temporary work
    Part time
    Work at office
    Night shift
    Weekend work
    Day shift

    Crump Life Insurance Svcs Inc

    Deerfield Beach, FL
    1 day ago
  • $34.1k - $49.38k

     ...Overview Travel Universal Banker United Community Bank is looking for a full-time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide... 
    Suggested
    Full time
    Local area
    Remote work
    Flexible hours

    United Community Banks

    Boca Raton, FL
    5 days ago
  •  ...Universal Banker Float Location: Onsite as listed in the job posting. Hours: Monday - Friday 8:15am - 5pm Summary: Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking... 
    Suggested
    Monday to Friday

    First Horizon

    Boca Raton, FL
    1 day ago
  • $18 - $26 per hour

    Third Federal Savings is seeking a dedicated customer service professional for a full-time Universal Banker position at their North Palm Beach Branch. This role emphasizes collaboration and customer connection over high-pressure sales goals. The ideal candidate will have... 
    Suggested
    Hourly pay
    Full time

    Third-Federal-Savings-

    Boca Raton, FL
    2 days ago
  • $41.6k - $53.83k

    ## Universal Banker, Boca Mizner BranchApplylocations: Boca Raton Florida United Statestime type: Full timeposted on: Posted 8 Days Agotime left to apply: End Date: July 17, 2026 (22 days left to apply)job requisition id: 26971332The Universal Banker is an entry level... 
    Suggested
    Full time

    Citibank (Switzerland) AG

    Boca Raton, FL
    18 hours ago
  • $34.1k - $49.38k

    United Community Banks Inc. is seeking a full-time Travel Universal Banker in Boca Raton, Florida. This role involves extensive travel to various branch locations and requires a strong commitment to providing excellent customer service. Candidates should have a minimum... 
    Full time
    Remote work

    United Community Banks Inc.

    Boca Raton, FL
    1 day ago
  • The Universal Banker is an entry level position responsible for 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 customers to build loyalty... 

    Citigroup Inc.

    Boca Raton, FL
    2 days ago
  • $46k - $60k

    00002 Citibank, N.A. is seeking a Head Universal Banker in Deerfield Beach, Florida. This leadership role involves providing exceptional service to both internal and external customers while guiding and supporting the branch team. Responsibilities include executing service... 

    00002 Citibank, N.A.

    Deerfield Beach, FL
    5 days ago
  • Citi is seeking a Head Universal Banker in Deerfield Beach, Florida, responsible for leading the team in exceptional service delivery. This leadership role engages clients, supports complex transactions, and champions risk and control while driving sales. The ideal candidate... 

    Citi

    Deerfield Beach, FL
    2 days ago
  • Citibank (Switzerland) AG is seeking a Head Universal Banker for the Deerfield Beach branch. This leadership role is crucial in delivering exceptional service and managing branch operations while supporting and mentoring team members. The ideal candidate will have 2-4... 

    Citibank (Switzerland) AG

    Deerfield Beach, FL
    3 days ago
  • Citigroup Inc. is looking for a Head Universal Banker in Deerfield Beach, Florida. This leadership role requires providing exceptional service to customers, guiding the branch team, and executing various transactions. The ideal candidate will manage daily operations, ensure... 

    Citigroup Inc.

    Deerfield Beach, FL
    2 days ago
  • $18 - $22.21 per hour

    United Community Bank is seeking a full-time Travel Universal Banker in Boca Raton, Florida. This role involves traveling to various branch locations to deliver exceptional customer service, manage transactions as a teller, and promote bank products. Qualified candidates... 
    Hourly pay
    Full time

    United Community Bank

    Boca Raton, FL
    3 days ago
  • First Horizon Bank - 1801 North Military Trail - Responsibilities: Provide teller and platform support to keep client wait times to a minimum and deliver quality customer service; Open and process new deposit accounts including checking, savings, IRAs, CDs, and money market...

    First Horizon Bank

    Boca Raton, FL
    3 days ago
  • $41.6k - $53.83k

    Citibank (Switzerland) AG in Boca Raton, Florida, is seeking a Universal Banker for the Boca Mizner Branch. This entry-level position assists in executing sales, products, and service activities while fostering relations with customers to increase loyalty and sales. The... 

    Citibank (Switzerland) AG

    Boca Raton, FL
    1 day ago
  •  ...Universal Banker The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known... 

    SouthState Bank

    Coral Springs, FL
    5 days ago
  • Truist is looking for a Client Support Specialist in Boca Raton, Florida, to deliver high-quality client service and support team sales processes. You will be responsible for client outreach, identifying needs, and providing a seamless service experience as part of our ...

    Truist

    Boca Raton, FL
    5 days ago
  • Crump Life Insurance Svcs Inc in Deerfield Beach, FL, is seeking a dedicated employee for client service roles, requiring strong interpersonal skills and a high school diploma. Responsibilities include assisting clients with financial needs and facilitating transactions...
    Part time

    Crump Life Insurance Svcs Inc

    Deerfield Beach, FL
    1 day ago
  • $46.6k - $60.8k

    Head Universal Banker, Delray Branch Get a leadership role responsible for delivering exceptional service to internal and external customers while guiding, coaching, and mentoring the branch team. This role executes all service transactions—such as deposits, payments,... 
    Flexible hours

    Citi

    Delray Beach, FL
    3 days ago
  •  ...Overview  West Boca Medical Center Hospital is committed to providing exceptional...  ...outpatients upon referral from a physician. The PT develops a plan of care for each patient...  ...serving southern Palm Beach and northern Broward counties for over 37 years. WBMC offers... 
    PTS card
    Daily paid
    Relief
    Flexible hours
    Shift work

    West Boca Medical Center

    Boca Raton, FL
    7 days ago
  • Truist in Delray Beach, Florida is seeking a dedicated team member to provide superior client service. You will engage with clients, assist with financial transactions, and support sales activities to ensure a positive experience. The ideal candidate has a high school diploma...

    Truist

    Delray Beach, FL
    3 days ago
  • $53 - $55 per hour

     ...to the patient experience, which is centered on transforming the road to recovery for everyone and helping patients get their power back...  ...in Physical Therapy plus 5 years of progressively responsible PT experience. The qualifying Physical Therapy degree earned outside... 
    PTS card
    Work from home

    Powerback Rehab

    Boca Raton, FL
    2 days ago
  •  ...Broward Health North-#28657 Bonus:$20K Shift: Shift 1 FTE: 0.900000 Summary: Under general supervision renders professional...  ...under referral source in order to be eligible for any FT or PT positions. *Bonus Exclusions may apply in accordance with... 
    PTS card
    Shift work

    BHN

    Deerfield Beach, FL
    1 day ago
  •  ...Rehabilitation is growing in Greater Boca Raton, Coconut Creek, and West Palm Beach, and surrounding areas in Florida and we’re looking...  ...support more patients. If you‘re searching for a high-impact PT role that allows you to positively impact the lives of the... 
    PTS card
    Bi-weekly pay
    Full time
    Part time
    Relief
    H1b
    Work from home
    Visa sponsorship
    Relocation package
    Flexible hours

    FOX Rehabilitation

    Boca Raton, FL
    1 day ago
  •  ...Part-Time Teller (20 Hours), Bilingual English/Spanish Speaking Preferred, North Broward Area Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity... 
    Part time

    Citigroup

    Pompano Beach, FL
    5 days ago
  • $75 per hour

     ...interested in a part-time and/or per diem role to provide PT Home Health services to the Belle Glades community Our Therapists will be responsible for...  ...Qualifications: Graduate of an accredited college/university with a Doctoral/Masters/Bachelors degree in... 
    PTS card
    Daily paid
    Part time

    AMG Healthcare

    Delray Beach, FL
    17 days ago
  • $1,880.48 per month

     ...Travel Offering Allied Profession PT Specialty Outpatient Job ID 37315935...  ...cancel and HELP for help. Client Details Address 9699 West Sample Road City Coral Springs State FL Zip... 
    PTS card
    Weekly pay
    Contract work
    Shift work

    Select Physical Therapy

    Coral Springs, FL
    2 days ago
  •  ...employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports... 
    PTS card

    Baptist Health South Florida

    Boca Raton, FL
    3 days ago
  •  ...Chiropractic trainees, full and part time therapy students from local Universities and Colleges, Medical Students, Residents and Physiatry Fellows...  .... The supervisor will determine the actual work schedule (FT, PT, Intermittent, and the specific work shift) upon selection... 
    PTS card
    Full time
    Part time
    Traineeship
    Interim role
    Local area
    Remote work
    Shift work
    Night shift
    Weekend work
    Weekday work

    US Department of Veterans Affairs

    Deerfield Beach, FL
    4 days ago
  • $110 per hour

     ...professions Maintains daily, thorough documentation of services in the EMR Qualifications Graduate of an accredited college or university with a Doctoral/Masters/Bachelors degree in Physical Therapy Education and/or Experience: New graduate applicants welcome +... 
    PTS card
    Relief
    Flexible hours

    Sobeinnovativerehab

    Deerfield Beach, FL
    4 days ago
  •  ...20mFull-time; PermanentEmployed Overview:The Physical Therapist (PT) works with patients to improve their movement and manage their pain...  ...situated about 45 miles north of Miami and 25 miles south of West Palm Beach, Boca Raton provides easy access to major South Florida... 
    PTS card
    Work experience placement
    Internship

    Source Medical, LLC

    Boca Raton, FL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker PT/20HR - Broward - West Glades Road. Be the first to apply!