About The Position

The Universal Banker position is a part-time role requiring 20 hours per week. This role involves providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies. The position also focuses on delivering superior quality service, identifying and understanding client financial needs, and supporting sales and service activities, particularly with outbound calling and Integrated Relationship Management (IRM). The role requires cross-training to support sales and service 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
  • Bi-Lingual English Spanish Desired

Responsibilities

  • Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs.
  • Educate clients on digital, self-service solutions to enhance their banking experience.
  • Support the team sales process through client outreach, checking for offers, and identifying client needs or opportunities.
  • Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate fully in established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge through meetings and training.
  • Adhere to internal controls, operational procedures, and risk management policies.
  • Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.

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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