Talent.com
SunTrust Investment Services, Inc.
Universal Banker - Dupont CircleSunTrust Investment Services, Inc. • Washington, DC, United States
No longer accepting applications
Universal Banker - Dupont Circle

Universal Banker - Dupont Circle

SunTrust Investment Services, Inc. • Washington, DC, United States
20 days ago
Job type
  • Full-time
Job description

Job Title

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.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • 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 solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
  • Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
  • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • 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.
  • Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
  • Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Qualifications

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or equivalent education
  • Two years of teller or cash handling or client service experience
  • Six months of client relationship building or sales experience
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
  • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
  • Ability to multi-task under time constraints
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

  • One year of client relationship building or sales experience
  • Knowledge of advanced or complex branch transactions, risk management and loss prevention
  • Experience with sourcing and prospecting for new clients and client relationship building
  • General understanding of bank operations, policies and procedures

The annual base salary for this position is $45,760-$54,500

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

Create a job alert for this search

Universal Banker - Dupont Circle • Washington, DC, United States

Similar jobs

Commercial Banker - Commercial Admin Total Bank - MIA

WesBanco Bank, Inc.Rockville, MD, United States
Full-time

Responsible for the management of borrowing and depository relationships with commercial clients, focusing on lending.In addition, you will also be responsible for the solicitation of new commercia... Show more

 • Promoted

Cashier/Customer Service

L&L BBQColumbia, MD, United States
Full-time +1

Job SummaryWe are seeking a friendly and detail-oriented Cashier/Customer Service Associate to join our retail team.The ideal candidate will provide exceptional customer service, handle transaction... Show more

 • Promoted

Bank Teller

TradeJobsWorkForce22214 Arlington, VA, US
Full-time

Serves customers by completing account transactions.Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night ... Show more

 • Promoted

Board Member, Commercial Pharmaceutical

ConfidentialWashington, D.C., DC, United States
Full-time

Board Member, Commercial Pharmaceutical.Forward-thinking pharmaceutical company.The Company is seeking two accomplished executives to join their board of directors.The ideal candidates will have a ... Show more

 • Promoted

Senior Premier Banker - Greater Central District

Wells FargoSilver Spring, MD, United States
Temporary

Senior Branch Premier Banker (SAFE).Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking.Employees who are not fully licens... Show more

 • Promoted

Bartender

LongHorn SteakhouseWaldorf, MD, US
Full-time

Legendary food and service begins with legendary people.We believe in earning the loyalty of our Team Members with our strong, diverse culture, well-done benefits and growth opportunities.It takes ... Show more

FitzGerald Financial Group_Mortgage Loan Officer

TowneBankColumbia, MD, United States
Full-time

FitzGerald Financial Group Mortgage Loan Officer.Job Category: Outside - Sales/Travel.Location: White Plains, MD 20695, USA +12 more locations.As a Mortgage Loan Officer, you may look forward to:.P... Show more

 • Promoted

Sales Associate - Dobbin Center

Hand & Stone Massage and Facial SpaColumbia, MD, United States
Full-time

At Hand and Stone, Opportunity Knocks.Hand & Stone Columbia - Dobbin Center located at 6455 Dobbin Rd Unit 50, Columbia, MD 21045 is seeking sales professionals to join our team.Our ideal candidate... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MD

JPMorgan ChaseColumbia, MD, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Cashier

Duke Chevrolet GMCAlexandria, VA, United States
Full-time

The Beyer Automotive is currently selling and servicing Volvo, Land Rover, Kia, and Subaru locations in Northern Va.Are you looking for a team-based environment and a great place to expand and grow... Show more

 • Promoted

Bartender

Seasons 52Columbia, MD, US
Full-time

Work in a team-oriented, high-volume, fast-paced, guest-centric environment to provide guests with a fresh dining experience that celebrates living well by: .Demonstrating genuine hospitality and d... Show more

Cashier - St Charles Towne Ctr

JCPenneyWaldorf, MD, United States
Full-time

As a cashier you are accountable for the customer service and sales experience including: maintaining checkout standards; assisting with general operations such as omnichannel, recovery and invento... Show more

 • Promoted

Cashier - Body Shop

Volvo Cars of BethesdaBethesda, MD, United States
Full-time

Ourisman, Trusted Tradition Here's to those who think differently.The ones who think that a car dealership's first priority should be the guest.Such a candid idea could only come from Ourisman.Beca... Show more

 • Promoted

Bartender

Cheddar's Scratch KitchenBrandywine, MD, US
Full-time

Nothing makes a good bar like a great Bartender.That means making great drinks time and time again, serving them up with a friendly smile and by sanitizing Guest touch points for safety.Bartenders ... Show more

Service Team

Panda Restaurant GroupColumbia, MD, US
$16.50 hourly
Full-time

Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests.Thrive in a safe and supportive work... Show more

Board Member

ConfidentialWashington, D.C., DC, United States
Full-time

Mission-driven organization focused on ending homelessness in local communities.Non-Profit Organization Management.The Company is seeking dedicated individuals to join its Board of Directors.Board ... Show more

 • Promoted

Mortgage Consultant

NewrezColumbia, MD, United States
Full-time

The Mortgage Consultant is responsible for originating a variety of different types of loans all focused on servicing our existing customers.Originate purchase and refinance loans by responding to ... Show more

 • Promoted

Customer Service Representatives/Cashiers

High'sWest Friendship, MD, United States
Full-time +1

Customer Service Representatives/Cashiers.Store 65 - West Friendship, MD 21794.Hourly Level Entry Position Type Full-Time/Part-Time Job Shift Any Education Level None Travel Percentage None Categor... Show more

 • Promoted

Mortgage Advisor

Pinnacle BankColumbia, MD, United States
Full-time

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every associate embraces what makes Pinnacle di... Show more

 • Promoted

Bank Teller

TradeJobsWorkforce22215 Arlington, VA, US
Full-time

Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals.The ... Show more