Universal Banker Part Time 20 hrs. Lake City

Truist Bank • Rocky Top, TN

10d

About The Position

The Universal Banker provides timely and efficient client transactions while maintaining accurate records and properly handling assigned funds. 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 emphasis on outbound calling and Integrated Relationship Management (IRM). The position is part-time, 20 hours per week, at the Lake City location, working first shift.

The banker engages clients in courteous conversations, conducts standardized and complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role also supports client outreach and sales, participates in branch leadership routines and training, follows internal controls and risk policies, and serves as a secondary contact for new account openings and problem resolution.

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 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 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 and accurate standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through outbound client calls, checking for client offers, identifying needs, fulfilling them or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management principles to deliver relevant expertise and solutions for clients’ needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk management policies, and stay informed about 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 workload based on branch demands.

Benefits

• Eligible teammates working 20 or more hours per week may receive medical, dental, and vision insurance, life insurance, disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, and a 401(k) plan.
• Vacation, prorated based on hire date and full-time or part-time status, with no less than 10 days during the first year.
• Sick days, prorated, with 10 days stated for the first year.
• Paid holidays.
• Depending on position and division, the role may also 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
• Education Level: High school or GED