About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. This is a part-time position for 20 hours per week in Summersville, with Saturday work required. The position includes engaging clients, conducting routine and more complex transactions, educating clients about digital and self-service banking, supporting sales outreach, and referring clients to appropriate branch team members or specialists. The banker also supports new account openings and problem resolution, participates in branch leadership routines and training, and follows operational, risk-management, and compliance procedures.

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 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.
  • Ability to travel as needed to accommodate temporary staffing needs, 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 client experience through courteous engagement, conversation, needs discovery, and completion of standardized and complex transactions, seeking assistance when needed.
  • Educate clients about ATMs, online banking, and mobile banking.
  • Participate in client outreach through outbound calls, check for client offers, identify client needs and opportunities, and fulfill needs or make appropriate referrals.
  • Apply Integrated Relationship Management principles to connect clients with relevant Truist expertise and solutions.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
  • Follow internal controls, operational procedures, and risk-management policies, and stay current on 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

  • Eligible regular teammates working 20 hours or more per week may receive medical, dental, vision, life, disability, and accidental death and dismemberment insurance.
  • Tax-preferred savings accounts and a 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.
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