Universal Banker - Part Time 20/hr - Homewood

Truist Bank • Homewood, AL

9d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM).

The role engages clients in courteous conversations, handles standardized and more complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. It also contributes to branch routines and training, follows internal controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. This is a regular, part-time position requiring 20 hours per week, working first shift in Homewood.

Requirements

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

Responsibilities

• Provide a distinctive client experience through courteous engagement, standardized and complex transactions, and identifying client needs.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through client outreach and outbound calls, checking for client offers, identifying needs, fulfilling them, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management to connect clients with Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services to clients and prospects.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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