Universal Banker Part Time 20 hrs North County

Truist Financial • Soddy-Daisy, TN

109d

About The Position

The Universal Banker position is a part-time role (20 hours per week) located in Soddy Daisy, TN. The primary responsibility is to provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all assigned monies. The role involves delivering superior quality service by identifying and understanding clients' financial needs, supporting sales and service activities, and assisting with outbound calling and Integrated Relationship Management (IRM) activities. The position requires engaging clients with a smile, facilitating courteous conversation, and conducting both complex and standardized transactions. The banker will also educate clients on digital self-service solutions and participate in client outreach to identify needs or opportunities.

Requirements

• 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.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Nice To Haves

• 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.

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.
• 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.
• Understand the importance of Integrated Relationship Management (IRM) to ensure seamless delivery of expertise and solutions for 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 training.
• Adhere to internal controls, operational procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
• Tax-preferred savings accounts.
• 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment.
• 10 sick days (also prorated).
• Paid holidays.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED