Part Time Universal Banker - 20 Hours - Friendly Center

Truist BankGreensboro, NC
Onsite

About The Position

The Universal Banker position is a part-time role requiring 20 hours per week. This role involves completing client transactions accurately and efficiently while maintaining proper money handling. A key aspect of the position is delivering superior client service by understanding and addressing their financial needs. The role also requires cross-training to support sales and service activities, with a specific focus on assisting with outbound calling and Integrated Relationship Management (IRM) activities.

Requirements

  • High school diploma or equivalent education
  • Two years of teller or cash handling or client service experience
  • Six months of client relationship building or sales experience
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
  • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
  • Ability to multi-task under time constraints
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
  • General understanding of bank operations, policies and procedures

Responsibilities

  • Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and conducting both complex and standardized transactions while uncovering needs.
  • Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
  • Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
  • Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver expertise and solutions for clients.
  • Participate fully in established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, and applicable training.
  • Adhere to internal controls, operational procedures, and risk management policies, staying informed of all policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
  • Handle a proportionate volume of work based on branch demands.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation (prorated)
  • 10 sick days (prorated)
  • paid holidays
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