About The Position

The Universal Banker provides timely, efficient, and accurate client transactions, handles assigned funds properly, and delivers high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service, with particular focus on outbound client calls and Integrated Relationship Management (IRM) activities. The position is part-time, 20 hours, and the listed hourly base salary is $22.00–$25.00, with additional incentive pay available. The banker engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role also supports outreach and sales, refers clients to appropriate branch staff or specialists, contributes to branch leadership routines and training, follows operational and risk controls, and serves as a secondary contact for new account openings and problem resolution. The posting identifies the work shift as first shift and requires weekend and/or extended-hours availability. Eligible regular teammates working 20 or more 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 and a desire to interact with clients and prospects.
  • Ability to master the PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency with basic computer applications, such as Microsoft Office products.
  • Ability to travel as needed for temporary staffing requirements, 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 and consistent client experience through courteous engagement and completion of complex and standardized transactions.
  • Educate clients about ATMs, online banking, and mobile banking.
  • Support sales through outbound client calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
  • Use Integrated Relationship Management to connect clients with Truist expertise and solutions for their needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
  • Follow internal controls, operating 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, and offer relevant products and services to clients and prospects.
  • Maintain accurate records and properly handle assigned monies.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • Vacation: at least 10 days 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, defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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