Part Time Universal Banker- 20 Hours- Crestview Hills

Truist Bank•Crestview Hills, KY

11d

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 quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience through courteous conversation, standardized and more complex transactions, and needs discovery. It also educates clients about digital and self-service banking options, supports client outreach and referrals, and serves as a secondary contact for new account openings and problem resolution. The role adheres to operational controls, procedures, and risk management policies, and participates in required team routines and 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 PC keyboard and software skills required for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency with 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 consistent, distinctive client experience through courteous engagement, conversation, and standardized or complex transactions; seek assistance with complex transactions as needed.
Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support team sales activities 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 practices to deliver relevant Truist expertise and solutions for clients’ needs.
Participate in 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, and 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 volume of work proportionate to 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 during 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.