Universal Banker - PT 20 Hr - VA Center Marketplace
About The Position
The Universal Banker position is a part-time role (20 hours per week) responsible for completing client transactions efficiently and accurately, while providing superior customer service. This role involves identifying and understanding client financial needs, and cross-training to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The position requires adherence to internal controls, operational procedures, and risk management policies, as well as continuous learning of products and services to better serve clients.
Requirements
- High school diploma or equivalent education
- Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with 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 with sourcing and prospecting for new clients and client relationship building
- General understanding of bank operations, policies and procedures
Responsibilities
- Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and conducting complex and standardized transactions while uncovering needs.
- Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
- Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
- Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver expertise and solutions for clients’ unique needs.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, and applicable training classes and web-based learning.
- Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures.
- Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation time
- Sick days
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
