Universal Banker- PT/20HR - Venice DT

Truist Bank • Venice, FL

4d • Onsite

About The Position

The Universal Banker position is a regular, part-time role (20 hours per week) requiring English fluency and a 1st shift work schedule. This role focuses on providing timely and efficient client transactions while maintaining accurate records and proper money handling. The Universal Banker will deliver superior client service, identify client financial needs, and be cross-trained to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position involves engaging clients, educating them on digital solutions, supporting the sales process through outreach, understanding IRM, participating in leadership routines, committing to continuous learning, adhering to controls and policies, and serving as a secondary contact for new account openings and problem resolution.

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 conversation, conducting complex and standardized transactions, and uncovering needs.
• Educate clients on digital, self-service solutions (ATMs, Online, Mobile banking).
• Support the team sales process through client outreach via outbound calls, checking for client offers, and identifying/fulfilling client needs or referring them to specialists.
• 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 by attending 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 insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation time (no less than 10 days)
• Sick days (10 days)
• Paid holidays
• Defined benefit pension plan (potential, depending on position and division)
• Restricted stock units (potential, depending on position and division)
• Deferred compensation plan (potential, depending on position and division)

What This Job Offers

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