Universal Banker - Part Time 20 Hrs - Settlers Market
About The Position
The Universal Banker position is a part-time role (20 hours per week) responsible for completing client transactions efficiently and accurately, while providing superior customer service. This role involves identifying and understanding client financial needs, and supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The Universal Banker will also educate clients on digital banking solutions and participate in team sales processes and leadership routines. Continuous learning of products and policies is essential, as is adherence to internal controls and risk management policies. The role also serves as a secondary contact for new account openings and problem resolution.
Requirements
- High school diploma or equivalent education
- Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
- General understanding of bank operations, policies and procedures
Responsibilities
- Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs.
- Educate clients on digital, self-service solutions (ATMs, Online, Mobile banking).
- Support the team sales process through outbound calls, checking client offers, and identifying needs or opportunities.
- Understand and apply Integrated Relationship Management (IRM) principles.
- Participate in Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge through training and meetings.
- Adhere to internal controls, operational procedures, and risk management policies.
- Serve as a secondary contact for new account openings and problem resolution.
- Handle proportionate volume of work based on branch demands.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation time (no less than 10 days, prorated)
- Sick days (10 days, prorated)
- Paid holidays
- Defined benefit pension plan (potential, depending on position and division)
- Restricted stock units (potential, depending on position and division)
- Deferred compensation plan (potential, 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
