Universal Banker - Part Time (20 hrs.) - Westlawn

About the position

The position involves providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all assigned monies. The role focuses on delivering superior quality service by identifying and understanding the client's financial needs. The employee will be cross-trained to support sales and service activities, particularly in 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.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to 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 deliver Truist 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 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.

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

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.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
• Tax-preferred savings accounts.
• 401k plan.
• No less than 10 days of vacation during the first year of employment.
• 10 sick days.
• Paid holidays.
• Potential eligibility for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.