About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The position provides a distinctive client experience through courteous engagement and completion of standardized and more complex transactions, with assistance as needed. It educates clients about digital and self-service banking options, supports client outreach and referrals, contributes to branch leadership routines, and develops product knowledge through meetings and training. The Universal Banker follows operational controls, procedures, and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. This is a regular, part-time position for 20 hours per week in Rocky Mount. It requires Saturday availability and may require weekend or extended hours, travel for temporary staffing needs, occasional travel, and overnight stays. The stated base pay is $22.00–$25.00 per hour, with additional incentive pay available.

Requirements

  • High school diploma or equivalent education.
  • Two years of teller, cash-handling, or client-service experience.
  • Six months of client relationship-building or sales experience.
  • Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • Ability to master PC keyboard and software skills necessary for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
  • Ability to travel as required for temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays 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 sourcing and prospecting for new clients and building client relationships.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned funds.
  • Deliver a distinctive, courteous client experience by conducting standardized and complex transactions and identifying client needs.
  • Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
  • Support sales through client outreach and outbound calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending sales, service, and product-knowledge meetings and applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk-management policies; stay informed about policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
  • Handle a proportionate volume of work based on branch demands.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation in the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division
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