Bilingual (Spanish) Universal Banker PT (20hrs) - Kennett Square West
About The Position
The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position is part-time, scheduled for 20 hours, and requires Spanish language ability as indicated by the job title; English fluency is also required. The banker creates a distinctive client experience, performs standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. The role supports client outreach, identifies needs and opportunities, and either fulfills requests or refers clients to appropriate branch staff or specialists. It also supports account openings and problem resolution, follows operational and risk controls, and participates in required leadership routines, meetings, and training.
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 PC keyboard and software skills required 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 location changes.
- Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
- English fluency is required.
- Spanish language ability is indicated by the role title.
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 consistent, distinctive client experience through courteous engagement, conversation, and completion of complex and standardized transactions; perform more complex transactions with assistance as needed.
- Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
- Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate branch staff or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
- Follow internal controls, operational procedures, risk management policies, and current policies and procedures.
- 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.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation 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, eligibility may also include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
