About The Position

The Universal Banker position is a part-time role requiring 20 hours per week, with Saturdays being a mandatory work day. This role involves completing client transactions efficiently and accurately, handling money properly, and delivering superior client service by understanding their financial needs. The position also supports sales and service activities, including outbound calling and Integrated Relationship Management (IRM). Teammates will educate clients on digital banking solutions, participate in team sales processes through client outreach, and understand the importance of IRM to deliver Truist expertise. Full participation in established Truist Retail Community Bank Leadership Routines is expected. Continuous learning through meetings and training is crucial for serving consumer and business clients effectively. Adherence to internal controls, operational procedures, and risk management policies is required, staying informed of all policy and procedure changes to ensure compliance. The role also serves as a secondary contact for new account openings and problem resolution, offering applicable products and services.

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, conducting complex and standardized transactions, and uncovering client needs.
  • Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
  • Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
  • Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions.
  • Participate fully in all components of the 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.
  • Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation (prorated)
  • 10 sick days (prorated)
  • Paid holidays
  • Truist’s defined benefit pension plan (potential)
  • Restricted stock units (potential)
  • Deferred compensation plan (potential)
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