Client-Driven Universal Banker

Truist Wealth; Louisville (KY); On-site; USD 32,000 - 45,000; Full time

Job summary

Truist Wealth in Louisville, KY seeks a regular full-time associate to handle client transactions and maintain accurate records. You will deliver high-quality service, uncover client financial needs, and guide customers through digital banking channels.

The role emphasizes adherence to controls, proactive client outreach, and collaboration with branch teams to meet customer needs and protect assets.

Qualifications

• High school diploma or equivalent is required.
• Strong interpersonal and communication abilities are essential.
• Experience with cash handling and client service is preferred.
• Proficiency with basic PC software and office tools is expected.

Responsibilities

• Provide timely client transactions with accuracy and record-keeping.
• Deliver superior service and understand client financial needs.
• Educate clients on digital banking channels and self-service tools.
• Support sales efforts by identifying client opportunities and referring to branch staff.
• Adhere to internal controls and risk management policies.

Skills

Interpersonal skills

Communication

Cash handling

PC keyboard & software

Multi-tasking

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Louisville, KY seeks a regular full-time associate to handle client transactions and maintain accurate records. You will deliver high-quality service, uncover client financial needs, and guide customers through digital banking channels.

The role emphasizes adherence to controls, proactive client outreach, and collaboration with branch teams to meet customer needs and protect assets.