Universal Banker - Part Time 20hrs - Montezuma

Truist • Montezuma, GA

3d

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 client calls and Integrated Relationship Management (IRM).

The position provides a distinctive client experience through courteous conversations, standardized and complex transactions, and identifying client needs. It helps clients use digital and self-service solutions, including ATMs, online banking, and mobile banking. The Universal Banker also supports client outreach and sales, participates in Truist Retail Community Bank Leadership Routines and training, follows operational and risk-management controls, and serves as a secondary contact for new account openings and problem resolution. The role is part-time, 20 hours per week, and requires English fluency.

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 learn and use PC keyboard and software skills required for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel as needed 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.
• English fluency is required.

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

• Complete client transactions accurately and efficiently, maintain records, and properly handle assigned funds.
• Engage clients courteously, provide a consistent service experience, conduct transactions, and identify client needs; perform complex transactions with assistance as needed.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales and service activities through outbound client calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies, and 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 workload based on branch demands.

Benefits

• Eligible regular teammates working 20 or more hours per week may receive medical, dental, and vision insurance; life and disability insurance; accidental death and dismemberment coverage; tax-preferred savings accounts; and a 401(k) plan.
• Vacation, prorated according to 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