Universal Banker - Marathon

Truist Bank

Marathon, FL, United States
On-site
Client transaction completion
Superior quality service
Outbound calling support
Truist Bank is seeking a Universal Banker for their Marathon, FL location. The role involves providing exceptional client service, completing transactions, and supporting sales activities, all while adhering to internal controls and policies

Job Summary

  • Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
  • All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, and a 401k plan.

Matching Summary

Match Score: 85

Truist Bank is seeking a Universal Banker for their Marathon, FL location. The role involves providing exceptional client service, completing transactions, and supporting sales activities, all while adhering to internal controls and policies.

Skills & Requirements

Must-have

  • Client transaction completion
  • Superior quality service
  • Outbound calling support
  • Integrated Relationship Management (IRM)
  • Adherence to internal controls

Nice-to-have

  • Educate clients on digital solutions
  • Team sales process participation
  • Advancing product knowledge

Key Requirements

  • High school diploma or equivalent
  • Two years of teller or cash handling experience
  • Six months of client relationship building experience
  • Ability to master PC keyboard and software skills
  • Ability to multi-task under time constraints

Work Rights

Not specified

Tailored Resume

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