Jobs · Finance · Virginia

Universal Banker (Sat Required) - Volvo Parkway

Truist · Chesapeake, VA · 2 wk ago
Finance$46k–$52k/yrFull-time

About the role

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

Responsibilities

  • Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
  • Performs more complex transactions with assistance as necessary.
  • Educate clients on digital, self-service

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