Client-Focused Universal Banker

Truist Wealth

Sarasota (FL)

On-site

USD 32,000 - 42,000

Full time

5 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid holidays

Job summary

Truist Wealth in Sarasota, FL seeks a Regular Teller/Client Service Associate to provide accurate client transactions and thorough recordkeeping while delivering a superior service experience. You will educate clients on digital banking, participate in outreach, support IRM initiatives, and collaborate with branch teams.

Requires cash handling or teller experience, strong communication, and weekend/extended hours availability.

Qualifications

  • Two years of teller, cash handling or client service experience.
  • Six months of client relationship building or sales experience.
  • Excellent interpersonal and communication skills.
  • Ability to travel to accommodate temporary staffing needs.
  • Work weekends and extended hours with possible travel.

Responsibilities

  • Provide distinctive client experience and handle transactions with accuracy.
  • Educate clients on digital, self-service solutions (ATM, Online/Mobile).
  • Support sales through outbound calls and identifying client needs.
  • Understand Integrated Relationship Management (IRM) for Truist solutions.
  • Participate in Retail Community Bank Leadership routines.
  • Attend trainings to advance product knowledge and service skills.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new accounts and problem resolution.

Skills

Client service
Cash handling
Interpersonal skills
Multi-tasking
PC skills
Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Sarasota, FL seeks a Regular Teller/Client Service Associate to provide accurate client transactions and thorough recordkeeping while delivering a superior service experience. You will educate clients on digital banking, participate in outreach, support IRM initiatives, and collaborate with branch teams.

Requires cash handling or teller experience, strong communication, and weekend/extended hours availability.

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