Universal Banker - Beverly Hills Job Beverly Hills Florida USA,Business

Location: Beverly Hills

University of Miami
Associate Professor of Clinical - Medicine (Medical Oncology) in Deerfield Beach, FL

Company: Truist Financial
Location: Beverly Hills, FL
Employment Type: Full Time
Date Posted: 02/03/2026
Job Categories: Banking, Finance/Economics, Information Technology

Job Description

Universal Banker - Beverly Hills

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provide a distinctive client experience to ensure a consistent service level by engaging clients, conducting both complex and standardized transactions while uncovering needs.

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…


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