Part Time Universal Banker 20 hrs Clairmont

Truist•Atlanta, GA

10d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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 particular focus on outbound calling and Integrated Relationship Management (IRM). The position engages clients to provide a consistent service experience, performs standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. It supports sales through outreach, checking client offers, identifying needs, and fulfilling or referring opportunities. The banker participates in Truist Retail Community Bank Leadership Routines and required training, maintains product knowledge, follows internal controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. This is a regular, part-time position listed as 20 hours at Clairmont. The work shift is first shift. Weekend or extended-hours work, occasional travel, and overnight travel may be required. Employees in regular roles working 20 or more hours per week are eligible for benefits, subject to plan and position-specific eligibility.

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.
Demonstrated proficiency with 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, conversation, and standardized or complex transactions; obtain assistance for complex transactions when necessary.
Educate clients about ATMs and online and mobile banking self-service solutions.
Support sales through client outreach and outbound calls, checking for client offers, identifying client needs or opportunities, 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 established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
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, 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 by hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan