About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers high-quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM). This is a regular, part-time position for 20 hours per week at the Highway 290 location. English is required; Spanish is preferred. The position works the first shift.
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 the PC keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office software.
- Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location changes.
- Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
- English language fluency is required.
Nice To Haves
- Spanish language fluency is preferred.
- 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
- Provide a distinctive client experience through courteous conversation, consistent service, and completion of complex and standardized transactions; handle more complex transactions with assistance as necessary.
- Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
- Support the team sales process by making outbound calls, checking for client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
- Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ individual needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle a proportionate volume of work based on branch demand.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- Vacation: at least 10 days during the first year, prorated by hire date and employment status
- Sick days: 10 days, prorated
- Paid holidays
- Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
