Part Time Universal Banker (Saturdays Required)- 20 Hours- Summersville

Truist Bank • Summersville, WV

5d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and handles assigned monies properly. 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 interaction and completion of standardized and more complex transactions, with assistance as needed. It educates clients about digital and self-service banking solutions, supports client outreach and sales processes, and helps connect clients with appropriate branch teammates or specialists. The Universal Banker also supports account openings and problem resolution, participates in established leadership routines and training, and follows operational controls, procedures, and risk management policies.

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 necessary for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel 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 consistent, distinctive client experience through courteous conversation, needs discovery, and completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking.
• Participate in client outreach, including outbound calls; check client offers and identify needs or opportunities, fulfilling them or making appropriate referrals.
• Apply Integrated Relationship Management principles to connect clients with relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product meetings and required training.
• 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, and offer applicable products and services.
• Handle a proportionate volume of work based on branch demands.

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.
• At least 10 days of vacation during the first year, prorated according to hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED