Client-Driven Universal Banker

Crump Life Insurance Svcs Inc; Ponte Vedra Beach (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist Financial Corporation is seeking a Regular full-time teammate to provide timely and accurate client transactions, maintain records, and deliver superior service while handling monies. You will educate clients on digital banking options, support a sales process through outbound calls, and contribute to Integrated Relationship Management efforts to tailor solutions for clients.

In this role you will participate in routine leadership activities, pursue ongoing product knowledge, and adhere

Qualifications

• 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.
• Ability to multi-task under time constraints.
• Proficient in basic computer applications (MS Office).
• Willingness to travel to accommodate temporary staffing needs and weekends/extended hours.

Responsibilities

• Provide a distinctive client experience through courteous conversation and accurate handling of transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support sales through outbound calls and identifying client needs for referrals to branch teams.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Retail Community Bank Leadership routines and training sessions.
• Advance product knowledge through meetings and e-learning.
• Adhere to internal controls and risk management policies.

Education

High school diploma or equivalent

Tools

Branch automation software

Job description

Truist Financial Corporation is seeking a Regular full-time teammate to provide timely and accurate client transactions, maintain records, and deliver superior service while handling monies. You will educate clients on digital banking options, support a sales process through outbound calls, and contribute to Integrated Relationship Management efforts to tailor solutions for clients.

In this role you will participate in routine leadership activities, pursue ongoing product knowledge, and adhere