Universal Banker PT/ 20HR – West Broward (DeNovo)

Truist Bank•Plantation, FL

24d•Onsite

About The Position

The Universal Banker PT position is a regular, part-time role (20 hours per week) requiring English fluency and a 1st shift work schedule. This role focuses on providing excellent client service through efficient transaction completion, accurate record-keeping, and proper money handling. The position also involves identifying client financial needs, cross-training in sales and service activities, assisting with outbound calling, and supporting Integrated Relationship Management (IRM) efforts. The goal is to deliver a distinctive client experience, educate clients on digital solutions, and support the team's sales process by engaging in client outreach and identifying opportunities. Understanding IRM is crucial for seamlessly delivering expertise and solutions. The role requires full participation in leadership routines, continuous learning of products and services, adherence to internal controls and risk management policies, and serving as a secondary contact for new account openings and problem resolution.

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 to include temporary assignment or locale changes
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 by engaging clients, facilitating courteous conversation, and conducting complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
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.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge 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.
Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.