Truist Bank is seeking a Universal Banker for their Charlestown Crossing location in New Albany, IN. The role involves providing exceptional client service, managing financial transactions, and supporting sales activities, with an emphasis on relationship management and cross-training
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.
Adhere to internal controls, operational procedures and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
Matching Summary
Match Score: 85
Truist Bank is seeking a Universal Banker for their Charlestown Crossing location in New Albany, IN. The role involves providing exceptional client service, managing financial transactions, and supporting sales activities, with an emphasis on relationship management and cross-training.
Skills & Requirements
Must-have
superior quality service
client transaction completion
outbound calling support
Integrated Relationship Management
Nice-to-have
digital self-service education
team sales process participation
Key Requirements
High school diploma or equivalent
Two years of teller or cash handling or client service experience
Six months of client relationship building or sales experience
Ability to travel to accommodate temporary staffing needs