Universal Banker - Part Time (20 hrs.) - Saturday Required - Opitz Crossing

Truist Bank • Woodbridge, VA

1d

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 high-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).

The banker engages clients in courteous conversation, completes standardized and more complex transactions (with assistance as needed), and educates clients about ATM, online, and mobile banking. The role supports outreach and sales efforts, refers clients to appropriate branch team members or specialists, participates in Truist Retail Community Bank Leadership Routines and training, and follows operational controls, procedures, and risk management policies. The banker also serves as a secondary contact for new account openings and problem resolution.

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 products.
• Ability to travel as needed for 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 and completion of standardized and complex transactions.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support sales by conducting outbound client calls, checking for client offers, identifying needs, and fulfilling needs or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Attend sales, service, product-knowledge meetings, training classes, and web-based learning to advance individual and product knowledge.
• Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
• 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
• Vacation (at least 10 days during the first year, prorated)
• Sick days (10 days during the first year, prorated)
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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