Part Time Universal Banker- 20 hours - Smithfield

Truist Bank•Smithfield, NC

1d•Onsite

About The Position

The Universal Banker position is a part-time role requiring 20 hours per week. This role involves completing client transactions accurately, handling money properly, and delivering superior customer service by understanding client financial needs. The position also supports sales and service activities, including outbound calling and Integrated Relationship Management (IRM) tasks. The goal is to provide a distinctive client experience, educate clients on digital solutions, and support the team's sales process through client outreach and needs identification. The role requires understanding IRM principles, participating in leadership routines, and committing to continuous learning of products and services. Adherence to internal controls, operational procedures, and risk management policies is essential. The Universal Banker also serves as a secondary contact for new account openings and problem resolution.

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
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, conducting transactions, and uncovering needs.
Educate clients on digital, self-service solutions (ATMs, Online, Mobile banking).
Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities.
Understand and apply Integrated Relationship Management (IRM) principles.
Participate fully in established Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge by attending meetings and training.
Adhere to internal controls, operational procedures, and risk management policies.
Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.