Universal Banker (Part Time 20 Hrs.) - Staunton

Truist • Staunton, VA

1d • $22 - $25

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality client service by understanding clients’ financial needs and is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM).

The position provides a distinctive client experience through courteous engagement, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports client outreach and sales, participates in Truist Retail Community Bank Leadership Routines and training, follows operational controls 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, with a stated 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 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.
• Proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel as needed for 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, conduct standardized and complex transactions, and uncover client needs.
• Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling or referring those needs.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk management policies, and stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer appropriate products and services, and handle work in proportion to branch demands.
• Complete client transactions efficiently, maintain accurate records, and properly handle assigned funds.

Benefits

• Medical, dental, and vision insurance.
• Life and 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 by hire date and employment status.
• 10 sick days, prorated.
• Paid holidays.
• The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation, depending on position and division.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED