Universal Banker PT/20HR - Merchant Crossing Some Saturdays Required

Truist Bank • North Fort Myers, FL

3d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling all assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities.

The Universal Banker engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role also supports client outreach, identifies needs and opportunities, and refers clients to appropriate branch teammates or specialists. It serves as a secondary contact for new account openings and problem resolution, while following operational controls, procedures, and risk-management policies.

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 needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office software.
• 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.
• English fluency required.

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 conversation, client engagement, and completion of standardized and complex transactions.
• Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
• Support the team sales process by participating in outbound client outreach, checking for client offers, identifying needs or opportunities, fulfilling those needs, or making referrals.
• Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product-knowledge meetings and applicable training.
• Follow internal controls, operational procedures, and risk-management policies; stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
• 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
• 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

What This Job Offers

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