Universal Banker - Part Time (20 hrs.) - Saturday Required - Linwood
About The Position
The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position engages clients in courteous conversation, conducts standardized and complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. It also serves as a secondary contact for new account openings and problem resolution. The Universal Banker follows operational controls, procedures, and risk-management policies, and participates in required training and branch routines.
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 needed 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 location 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 and completion of standardized and complex transactions, seeking assistance for complex transactions as needed.
- Educate clients about ATMs, online banking, and mobile banking.
- Support the team sales process through outbound client calls, checking for client offers, identifying client needs, fulfilling those needs, or referring clients to appropriate branch team members or specialists.
- Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending sales, service, and product-knowledge meetings, training classes, 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
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated by hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on position and division
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
