Client-Centric Universal Banker - Service & Sales

Truist

Delray Beach (FL)

On-site

USD 32,000 - 42,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
401k plan
Paid vacation
Paid holidays
Sick days
Dental insurance
Vision insurance
Disability insurance

Job summary

Truist in Delray Beach, FL is seeking a customer-focused Teller/Banking Associate to process transactions and deliver superior service. You will educate clients on digital banking, assist with outbound outreach, and support sales and relationship activities within an integrated banking team.

The role emphasizes adherence to controls, ongoing training, and flexibility to cover branch needs, including weekends or extended hours as required.

Qualifications

  • High school diploma or equivalent required.
  • Two years teller/cash handling or client service experience.
  • Six months client relationship building or sales experience.
  • Excellent interpersonal and communication skills.
  • Ability to master PC keyboard and software for branch automation.
  • Ability to multi-task under time constraints.
  • Proficiency in basic computer applications (Microsoft Office).
  • Ability to travel for temporary staffing needs; may include weekends/overnights.

Responsibilities

  • Provide a distinctive client experience through courteous interaction and accurate handling of transactions.
  • Educate clients on digital self-service options (ATMs, Online/Mobile banking).
  • Support sales through outbound calls and identifying client needs or opportunities.
  • Understand Integrated Relationship Management (IRM) for delivering Truist solutions.
  • Participate in Retail Community Bank Leadership routines.
  • Attend training and product knowledge meetings and online courses.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new account openings and resolutions.

Skills

Interpersonal skills
Communication skills
Multi-tasking
PC keyboard proficiency
Customer service experience
Sales awareness

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist in Delray Beach, FL is seeking a customer-focused Teller/Banking Associate to process transactions and deliver superior service. You will educate clients on digital banking, assist with outbound outreach, and support sales and relationship activities within an integrated banking team.

The role emphasizes adherence to controls, ongoing training, and flexibility to cover branch needs, including weekends or extended hours as required.

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