Universal Banker (Part Time 20 Hrs) Sat Required- Spanish Preferred- Stephens City
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 service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The position provides a distinctive client experience through courteous engagement, completes standardized and more complex transactions (seeking assistance when needed), and educates clients about ATM, online, and mobile banking. It supports sales through client outreach, offer checks, needs identification, and referrals to branch team members or specialists. The banker also participates in Truist Retail Community Bank Leadership Routines and relevant training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. This is a regular part-time role scheduled for 20 hours per week. Saturday work is required. The listed hourly base salary is $22.00–$25.00, with additional incentive pay available. Eligible regular teammates working at least 20 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, including a desire to interact with clients and prospects.
- Ability to master PC keyboard and software skills necessary for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
- Ability to travel as required 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.
- Spanish language skills are preferred.
Responsibilities
- Provide a distinctive client experience through courteous engagement, client conversations, needs discovery, and completion of standardized and more complex transactions.
- Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
- Participate in client outreach, including outbound calls; check for client offers; identify client needs and opportunities; fulfill needs or refer clients to appropriate branch team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
- Participate in all components of Truist Retail Community Bank Leadership Routines.
- Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
- Follow internal controls, operational 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, offer applicable products and services, and handle a proportionate workload based on branch demands.
- Maintain accurate transaction records and properly handle assigned funds.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Tax-preferred savings accounts
- 401(k) plan
- Vacation time (at least 10 days in the first year, prorated based on hire date and employment status)
- Sick days (10 days, prorated)
- Paid holidays
- Additional incentive pay
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
