About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM). This is a regular, part-time position scheduled for 20 hours, with Saturday work required, at Albemarle Commons. The shift is first shift.

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, including 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 software.
  • Ability to travel 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 and accurate handling of standardized and complex transactions, seeking assistance for complex transactions as needed.
  • Educate clients on digital and self-service banking solutions, including ATMs, online banking, and mobile banking.
  • Support sales activities by conducting outbound client calls, checking for client offers, identifying needs and opportunities, and meeting 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 for their needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build individual and product 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, 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.
  • Work weekends and/or extended hours as required; Saturday work is specifically required.
  • Travel to accommodate temporary staffing needs as required; occasional travel and overnight stays may be included.

Benefits

  • Eligible teammates working 20 or more hours per week may receive medical, dental, vision, life, disability, and accidental death and dismemberment insurance.
  • 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 during 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.
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