Universal Banker Part Time 20 hrs Exeter Germantown Saturday Required
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The banker also serves as a secondary contact for new account openings and problem resolution, offering relevant products and services and handling a proportionate workload based on branch demands. This is a part-time position for 20 hours per week. The position requires Saturday availability and is a first-shift role. It is regular employment.
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, including 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.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
- Ability to travel as needed to accommodate 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
- Provide a distinctive client experience through courteous engagement, conversation, and completion of complex and standardized transactions; perform more complex transactions with assistance as needed.
- Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
- Support the team sales process through outbound client 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 connect clients with Truist expertise and solutions for their 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; stay informed about policy and procedure changes to maintain compliance.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in line with branch demand.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
