About The Position

The Universal Banker provides timely and efficient completion of 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 banker provides a distinctive client experience, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and sales, participates in Truist Retail Community Bank Leadership Routines and required learning, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. The position is part-time at 20 hours per week and requires Saturday work.

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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
  • Ability to travel as needed for 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, conversation, and completion of standardized and complex transactions; uncover client needs and seek assistance when needed.
  • Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
  • Support team sales activities by making outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and referring clients to appropriate branch team members or specialists.
  • Use Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Advance product and individual knowledge by attending sales, service, and product-knowledge meetings and completing applicable training 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 workload proportionate to 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
  • Vacation: at least 10 days in the first year, prorated based on hire date and full-time or part-time status
  • Sick leave: 10 days, prorated
  • Paid holidays
  • Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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