Universal Banker PT/20hr - Inverrary

Truist • Lauderhill, FL

3d • Onsite

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. 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) activities.

The Universal Banker engages clients to provide a distinctive and consistent service experience, performs standardized and more complex transactions (with assistance as needed), and educates clients on digital and self-service banking options. The position supports client outreach and sales processes, participates in Truist Retail Community Bank Leadership Routines and applicable training, and follows internal controls, operational procedures, and risk management policies. The role also serves as a secondary contact for new account openings and problem resolution, offering relevant products and services according to branch needs.

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 the 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 software.
• Ability to travel 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

• Provide a distinctive, consistent client experience through courteous engagement, conversations, and standardized or complex transactions; seek assistance with complex transactions as needed.
• Educate clients about ATMs, Online Banking, and Mobile Banking and other digital or self-service solutions.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• 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, and stay current on 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.
• Maintain accurate transaction records and properly handle assigned funds.

Benefits

• Eligible regular 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 by hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, may be eligible for 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