Part Time Universal Banker - 20 Hours - Marshville

Truist Bank • Marshville, NC

4d

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, with a particular focus on outbound calling and Integrated Relationship Management (IRM).

The banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and required training, follows operational controls and risk policies, and 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 needed 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 and accurate completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
• Support sales through outbound client calls, checking for client offers, identifying client needs, and fulfilling needs or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, product knowledge, and other required training.
• Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services to clients and prospects.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Eligible teammates working 20 or more hours per week may receive medical, dental, vision, life, and disability insurance, as well as accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401(k) plan.
• At least 10 days of vacation and 10 sick days during the first year, prorated by hire date and full-time or part-time status.
• Paid holidays.
• Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

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