About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The Universal Banker engages clients to provide a distinctive, consistent service experience; completes standardized and more complex transactions, with assistance as necessary; and educates clients about digital and self-service banking options. The position also supports client outreach and sales, helps identify client needs and opportunities, participates in the bank’s retail leadership routines and training, follows operational and risk policies, and serves as a secondary contact for new account openings and problem resolution. The role is part-time, 20 hours per week, at the Knoxville Downtown location, with a first-shift schedule.

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 needed for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
  • 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.
  • 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, conversation, needs discovery, and completion of standardized and complex transactions.
  • Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
  • Participate in client outreach, including outbound calls; check for client offers and identify client needs or opportunities, fulfilling them or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance product and individual knowledge by attending sales, service, and product knowledge meetings and applicable training classes and web-based learning.
  • Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes to ensure compliance.
  • 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 or more hours per week may receive benefits, subject to division-specific eligibility.
  • 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.
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