Universal Banker - Part Time 20 Hrs - Pleasant Valley

Truist Bank • Winchester, VA

1d • Onsite

About The Position

The Universal Banker position is a part-time role (20 hours per week) focused on providing excellent client service and efficient transaction completion. This role involves understanding client financial needs, educating them on digital banking solutions, and supporting sales activities through outbound calling and relationship management. The Universal Banker will also assist with new account openings and problem resolution, adhering to all operational procedures and risk management policies.

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 timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
• Deliver superior quality service, identifying and understanding the client’s financial needs.
• Cross-train to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
• Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
• Understand the importance of Integrated Relationship Management (IRM) to ensure seamless delivery of 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 all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• 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)

What This Job Offers

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