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 emphasis on outbound client calls and Integrated Relationship Management (IRM). This is a part-time position of 20 hours per week in Pooler, with Saturday availability required. The banker engages clients in courteous conversation, completes standardized and more complex transactions, educates clients about digital and self-service banking options, and supports outreach and sales efforts. The role also helps with new account openings and problem resolution, follows operational controls and risk policies, and participates in required team routines and training.

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 to accommodate temporary staffing requirements, including temporary assignment or location changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
  • Saturday availability is required.
  • English language fluency is 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 engagement, client needs discovery, and completion of standardized and complex transactions, seeking assistance when necessary.
  • Educate clients about ATMs, online banking, and mobile banking solutions.
  • Support team sales activities through outbound calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management practices to connect clients with Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
  • 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
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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