About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM) activities. The position engages clients in courteous conversations, completes standardized and more complex transactions with assistance as needed, and educates clients about digital and self-service banking solutions. It also supports client outreach and sales, refers clients to appropriate branch team members or specialists, contributes to established leadership routines, and builds knowledge through meetings and training. The role adheres to internal controls, operational procedures, and risk management policies, and serves as a secondary contact for new account openings and problem resolution. This is a regular, part-time position scheduled for 20 hours per week. The listed shift is first shift, and Saturday work is required. The position is based in Morrow. Eligible regular teammates working at least 20 hours per week may qualify for benefits, subject to plan and division eligibility.

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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software 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.

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 promptly and efficiently while maintaining accurate records and properly handling assigned monies.
  • Deliver a distinctive, consistent client service experience through courteous engagement, standardized transactions, and identifying client needs.
  • Perform more complex transactions, with assistance as necessary.
  • Educate clients about ATMs, online banking, and mobile banking as digital and self-service solutions.
  • Participate in client outreach through outbound calls, check for client offers, identify client needs or opportunities, fulfill needs when appropriate, and refer clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
  • Follow internal controls, operational procedures, and risk management policies; 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 volume of work based on branch demands.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, potential eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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