Universal Banker: Client Solutions & Digital Banking

Truist Wealth; North Port (FL); On-site; USD 34,000 - 52,000; Full time

Job summary

Truist Wealth in Florida seeks a client service professional to complete transactions accurately while maintaining records and safeguarding funds. You will educate clients on digital tools, support sales by identifying needs, and partner with branch teams to deliver tailored financial solutions.

The role emphasizes excellent communication, multi-tasking across banking tasks, adherence to controls, and the ability to travel or work weekends as needed to meet client demand, aligning with Truist’s

Qualifications

• High school diploma or equivalent.
• Two years teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills; ability to interact with clients.
• Ability to use PC keyboard and software for branch automation.
• Ability to multitask under time constraints.
• Proficient in Microsoft Office applications.
• Willingness to travel to accommodate temporary staffing needs or locale changes.
• Ability to work weekends and/or extended hours with occasional travel or overnights.

Responsibilities

• Provide distinctive client experience by engaging clients and handling transactions.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support sales by outreach, checking for offers, and referring needs to branch teams.
• Understand Integrated Relationship Management (IRM) concepts for client solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training and product knowledge sessions to advance knowledge.
• Adhere to internal controls and risk management policies and changes.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal skills

Customer service

Sales experience

Multitasking

Microsoft Office

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Banking software

Job description

Truist Wealth in Florida seeks a client service professional to complete transactions accurately while maintaining records and safeguarding funds. You will educate clients on digital tools, support sales by identifying needs, and partner with branch teams to deliver tailored financial solutions.

The role emphasizes excellent communication, multi-tasking across banking tasks, adherence to controls, and the ability to travel or work weekends as needed to meet client demand, aligning with Truist’s