Universal Banker - Part Time 20/hr - Homewood

Truist • Homewood, AL

10d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality 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) activities.

The banker engages clients, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The position also supports client outreach, referrals, account openings, and problem resolution while following operational controls, procedures, and risk-management policies. The banker participates in branch leadership routines and ongoing product and skills training.

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 necessary for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• 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, client-needs discovery, and completion of standardized and complex transactions.
• Educate clients on ATMs, online banking, and mobile banking.
• Support sales processes through outbound client calls, checking for 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 relevant Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending sales, service, and product meetings and required training.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed about policy and procedure changes.
• Act as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload 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 deferred compensation

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED