About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling all assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. This is a part-time position for 20 hours per week at Tiger Boulevard; Saturday work is required. The Universal Banker engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role participates in client outreach, supports the branch sales process, follows Truist’s retail leadership routines, and maintains knowledge of products, policies, procedures, and risk controls. It also serves as a secondary contact for new account openings and problem resolution, with work volume proportionate to branch demands.
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 products.
- Ability to travel as needed to accommodate temporary staffing requirements, including temporary assignment or location 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 and by conducting standardized and complex transactions, with assistance as necessary.
- Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
- Support the team sales process through outbound client calls, checking client offers, identifying needs, fulfilling needs, or referring clients to appropriate branch 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.
- Build individual and product knowledge by attending sales, service, and product knowledge meetings and completing applicable training and web-based learning.
- Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and 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
- Depending on position and division, the role may also be eligible 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
