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Truist Universal Banker - Part Time 20hrs Plano & United States, Texas, Plano
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all...
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all...
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all...
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all...
As a Private Banker working in Florida, you'll be a part of an exclusive group of highly trained banking professionals.Working with Expoint, you'll have the chance to serve some of the most affluent customers in the region and provide them with industry-leading banking services.
You'll be responsible for managing client relationships on behalf of Expoint, and ensuring that they receive the highest level of customer service and value. You'll build trust with your clients by providing them with tailored, strategic advice regarding their financial portfolio. You'll manage investment portfolios and provide counsel on financial strategy, diversification, and asset allocation to help clients reach their financial goals.
Your primary purpose is to focus on cultivating strong client relationships that will support the growth of our brand. You'll learn the intricacies of the banking industry, recommend the best investment options, and leverage our excellent customer service to manage all aspects of our clients' banking needs.
If you're an experienced private banker with an in-depth knowledge of the banking industry and an impressive track record of providing excellent customer service, this role with Expoint is for you. We're looking for professionals who are driven, motivated, and organized, and have a keen interest in financial services. Not only will you contribute to the growth of Expoint, but you'll have the opportunity to make a meaningful difference in the lives of our clients.