About the Company
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. With a long-standing history of serving clients across a broad range of financial needs, Truist offers a distinctive client experience through its retail and small business banking, commercial banking, corporate and investment banking, wealth management, and insurance solutions. Headquartered in Charlotte, North Carolina, Truist operates an extensive network of branches and ATMs, alongside robust digital channels, to deliver seamless and personalized financial solutions.
Job Description
Are you a proactive and ambitious individual eager to launch a career in wealth management? Truist is seeking a motivated Bank Associate to join our team in New Port Richey, FL. This entry-level position is designed for individuals with a strong desire to learn and grow within the financial services industry. You will receive comprehensive training to support our wealth management advisors, assisting clients with their financial planning needs and contributing to a positive branch environment. This role is an excellent opportunity to gain foundational knowledge and practical experience in client relations, financial products, and banking operations.
Key Responsibilities
- Assist Wealth Management Advisors with client meeting preparation, documentation, and follow-up.
- Process client service requests, including account inquiries, transfers, and updates, ensuring accuracy and efficiency.
- Learn and apply knowledge of various financial products and services, including investments, insurance, and banking solutions.
- Support clients in navigating digital banking tools and resources.
- Maintain strict adherence to compliance regulations and company policies.
- Collaborate with branch team members to achieve overall service and sales goals.
- Participate in ongoing training and development programs to enhance financial knowledge and professional skills.
- Contribute to a welcoming and professional atmosphere within the branch.
Required Skills
- High School Diploma or GED required; Associate's or Bachelor's degree preferred.
- Exceptional interpersonal and communication skills (verbal and written).
- Strong attention to detail and organizational abilities.
- Proficiency in basic computer applications (Microsoft Office Suite).
- Demonstrated enthusiasm for learning about the financial services industry.
- Ability to work effectively in a team-oriented environment.
- Customer service-oriented mindset.
Preferred Qualifications
- Prior experience in a customer service or administrative role.
- Some coursework in finance, business, or a related field.
- Bilingual skills (e.g., Spanish) are a plus.
Perks & Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and company holidays.
- Tuition reimbursement program for continued education.
- Extensive training and professional development opportunities.
- Employee wellness programs.
- Career advancement pathways within a leading financial institution.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
⚠️ Important Disclaimer
Welcome to Westford Trust. We publish job opportunities aggregated from public sources, employers, and job portals. We never charge any fees to access or use our website; all information is provided entirely for free.
Westford Trust does not directly offer or manage these positions, nor are we directly involved in the hiring process for the vacancies published on https://jobs.westfordtrust.com.
If you suspect a fraudulent listing or have any questions, please contact us at techturna@gmail.com.