Part Time Universal Banker- 20 Hours- Inwood

Truist Bank•Inwood, WV
•Onsite

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality client service by understanding financial needs and is cross-trained to support sales and service activities, with a focus on outbound calls and Integrated Relationship Management (IRM). The position involves engaging clients, conducting standardized and complex transactions, educating clients about digital and self-service banking, participating in client outreach, identifying needs and referring clients to appropriate team members or specialists, and supporting new account openings and problem resolution. The banker also participates in Truist Retail Community Bank Leadership Routines, ongoing training, and applicable sales, service, and product knowledge meetings while following 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, including 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 products.
  • Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnights may be included.
  • English language fluency is required.

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 client experience through courteous engagement, conversations, and standardized or complex transactions; perform more complex transactions with assistance as needed.
  • Educate clients about digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
  • Support the team sales process through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
  • 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, 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
  • Vacation, with no less than 10 days during the first year, prorated by hire date and full-time or part-time status
  • Sick days, with 10 days during the first year, prorated
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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