Universal Banker-PT 30 Hrs-(Spanish Preferred) Saturday Required - Culpeper
About The Position
The Universal Banker position is a regular, part-time role (30 hours per week) that focuses on providing excellent client service, completing transactions accurately, and identifying client financial needs. The role involves cross-training to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position requires a high school diploma or equivalent, two years of teller or cash handling/client service experience, and six months of client relationship building or sales experience. Proficiency in PC and Microsoft Office software is necessary, along with strong interpersonal and communication skills. The ability to multitask, work under time constraints, and travel for staffing needs is also required. Weekend work is mandatory, and occasional extended hours, travel, and overnights may be included.
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
- Spanish language fluency is preferred
Responsibilities
- Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and conducting both 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, identifying needs, and referring clients to appropriate specialists.
- Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
- Participate fully in established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge by attending meetings and training.
- Adhere to internal controls, operational procedures, and risk management policies.
- Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation time (no less than 10 days, prorated)
- Sick days (10 days, prorated)
- Paid holidays
- Defined benefit pension plan (potential, depending on position/division)
- Restricted stock units (potential, depending on position/division)
- Deferred compensation plan (potential, depending on position/division)
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
