Universal Banker Part Time 20 hrs Cool Springs Galleria Saturday Required

Truist Bank • Brentwood, TN

4h

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The Universal Banker provides a distinctive client experience through courteous engagement, handles standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking solutions. The role supports client outreach and sales, helps connect clients with appropriate products, services, branch team members, or specialists, and serves as a secondary contact for new account openings and problem resolution. The banker also participates in branch leadership routines and training, develops product knowledge, and follows operational controls and risk-management policies. This is a part-time position for 20 hours per week; Saturday work is required.

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, including a desire to interact with clients and prospects.
• Ability to master the PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office software.
• 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 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, consistent client experience through courteous conversation and by conducting standardized and complex transactions while identifying client needs.
• Educate clients about ATMs, online banking, and mobile banking self-service solutions.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs or opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies; stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate volume of work based on branch demands.
• Maintain accurate transaction records and properly handle assigned monies.

Benefits

• Eligible teammates working 20 or more hours per week may receive medical, dental, vision, life, disability, and accidental death and dismemberment insurance.
• Tax-preferred savings accounts and a 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.

What This Job Offers

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