Universal Banker-Part time 20 Hrs (Sat Required) - Harbour Pointe

Truist•Midlothian, VA
•$22 - $25•Onsite

About The Position

The Universal Banker position is a part-time role requiring 20 hours per week, with Saturday availability mandatory. This role focuses on providing timely and efficient client transactions while maintaining accurate records and proper money handling. The Universal Banker will deliver superior client service, identify and understand client financial needs, and be cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM).

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 a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and 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 sales, service, and product knowledge meetings, training classes, and web-based learning.
  • Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
  • Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
  • Perform more complex transactions with assistance as necessary.
  • Handles proportionate volume of work based on branch demands.

Benefits

  • Medical
  • Dental
  • Vision
  • Life insurance
  • Disability
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • Vacation
  • Sick days
  • Paid holidays
  • Defined benefit pension plan (potential)
  • Restricted stock units (potential)
  • Deferred compensation plan (potential)
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