Truist Bank is seeking a Universal Banker for its Cypress Lakes branch in Fort Myers, FL. The role involves providing excellent customer service, executing client transactions, and supporting sales activities while adhering to operational guidelines
Job Summary
Provide a distinctive client experience by facilitating courteous conversation and conducting complex transactions while uncovering needs.
Educate clients on digital, self-service solutions to make banking easier and enhance their service experience.
Support the team's sales process through client outreach, checking for offers, and identifying client needs or opportunities.
Matching Summary
Match Score: 85
Truist Bank is seeking a Universal Banker for its Cypress Lakes branch in Fort Myers, FL. The role involves providing excellent customer service, executing client transactions, and supporting sales activities while adhering to operational guidelines.
Skills & Requirements
Must-have
Client transaction completion
Accurate money handling
Superior client service
Digital self-service education
Outbound calling support
Integrated Relationship Management (IRM)
Nice-to-have
Proactive client outreach
Sales and product knowledge
Adherence to internal controls
Key Requirements
High school diploma or equivalent
Two years of teller/cash handling/client service experience
Six months of client relationship building/sales experience