Universal Banker - Connerton

Truist Bank

Land O Lakes, FL, United States
On-site
Client transaction completion
Accurate record keeping
Superior quality service
Truist Bank is seeking a Universal Banker for their Connerton location in Land O Lakes, FL. The role involves providing excellent client service while completing transactions, supporting sales initiatives, and educating clients about banking services

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.
  • Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

Matching Summary

Match Score: 85

Truist Bank is seeking a Universal Banker for their Connerton location in Land O Lakes, FL. The role involves providing excellent client service while completing transactions, supporting sales initiatives, and educating clients about banking services.

Skills & Requirements

Must-have

  • Client transaction completion
  • Accurate record keeping
  • Superior quality service
  • Outbound calling support
  • Integrated Relationship Management (IRM)

Nice-to-have

  • Digital self-service solutions
  • Team sales process participation
  • Product knowledge advancement
  • Adherence to internal controls

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
  • Proficiency in basic computer applications
  • Ability to travel to accommodate temporary staffing needs

Work Rights

Not specified

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