Universal Banker PT/Deep Creek
Job in
Port Charlotte, Charlotte County, Florida, 33948, USA
Listing for:
Truist Financial
Full Time, Part Time, Seasonal/Temporary, Contract
position
Listed on 2026-01-29
Job specializations:
-
Sales
Client Relationship Manager
Job Description & How to Apply Below
Position: Universal Banker PT/20HR - Deep Creek
Universal Banker PT/20HR - Deep Creek
Company: Truist Financial
Location: Port Charlotte, FL
Employment Type: Full Time
Date Posted: 01/21/2026
Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Overview
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 clients 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. Perform 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. Stay 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. Handle a proportionate volume of work based on branch demands.Qualifications
Required Qualifications:
High school diploma or equivalent educationTwo years of teller or cash handling or client service experienceSix months of client relationship building or sales experienceExcellent interpersonal and communication skills, including a desire to interact with clients and prospectsAbility to master personal computer (PC) keyboard and software skills necessary for branch automationAbility to multi-task under time constraintsDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsAbility to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changesAbility to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:
One year of client relationship building or sales experienceKnowledge of advanced or complex branch transactions, risk management and loss preventionExperience with sourcing and prospecting for new clients and client relationship buildingGeneral understanding of bank operations, policies and proceduresBenefits
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please…
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