Universal Banker (Part time 20 hrs.) - Sat Required - Coliseum
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers quality client service by identifying and understanding financial needs and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM). This is a regular, part-time position scheduled for 20 hours per week. Saturday work is required, and the role is based at Coliseum. The position provides a distinctive client experience through courteous engagement, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking. It supports outreach and sales activities, refers clients to appropriate branch team members or specialists, participates in Truist leadership routines and training, follows operational and risk controls, and assists with new account openings and problem resolution as a secondary contact.
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 necessary for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office products.
- Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
- Ability to work weekends and/or extended hours; 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 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, client conversations, and standardized or complex transactions; obtain assistance for complex transactions as needed.
- Educate clients about ATM, online, and mobile banking and other digital self-service solutions.
- Support sales through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Develop individual and product knowledge by attending sales, service, and product knowledge meetings and required training, including web-based learning.
- Follow internal controls, operational procedures, risk management policies, and current compliance guidelines.
- Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle a proportionate workload based on branch demand.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) plan
- Vacation, at least 10 days in the first year, prorated by hire date and full-time or part-time status
- Sick days, 10 days prorated
- Paid holidays
- Tax-preferred savings accounts
- Additional incentive pay is available
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
