About The Position

The Universal Banker position is a part-time role responsible for completing client transactions efficiently and accurately while maintaining proper money handling. The role involves delivering superior client service, identifying client financial needs, and supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position requires cross-training to assist with sales and service tasks.

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, conducting transactions, and uncovering needs.
  • Educate clients on digital and self-service banking solutions.
  • Support the team's sales process through outbound calls and identifying client needs or opportunities.
  • Understand and apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Commit to continuous learning of products and services 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
  • Sick days
  • Paid holidays
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