Universal Banker - Part Time (20 hrs.) - South Arlington
About The Position
The Universal Banker position is a part-time role (20 hours per week) responsible for completing client transactions efficiently and accurately, while also identifying and understanding client financial needs. This role involves cross-training to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The Universal Banker will provide a distinctive client experience, educate clients on digital solutions, support the team's sales process through client outreach, and adhere to operational procedures and risk management policies. Additionally, this role 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
- 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, conducting complex and standardized transactions, and 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 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 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
- Paid vacation (no less than 10 days, prorated)
- Paid sick days (10 days, prorated)
- 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)
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
