Part Time Universal Banker - 20 hours - Lincolnton

Truist Bank • Lincolnton, NC

2d

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.

The banker engages clients in courteous conversations, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking solutions. The role supports client outreach and sales processes, helps identify client needs and opportunities, and refers clients to appropriate branch team members or specialists. It also supports new account openings and problem resolution, participates in branch leadership routines and training, and follows operational, internal-control, and risk-management policies.

This is a regular, part-time position for 20 hours per week in Lincolnton, working first shift. Weekend or extended hours may be required, and occasional travel, including overnights, may be included. Employees working 20 or more hours per week are eligible for benefits, subject to plan and divisional eligibility rules.

Requirements

• High school diploma or equivalent education.
• Two years of teller, cash-handling, or client-service experience.
• At least 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 with basic computer applications, such as Microsoft Office software 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.

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 and completion of standardized and complex transactions, seeking assistance when necessary.
• Educate clients about ATMs, online banking, mobile banking, and other digital self-service options.
• Support sales and service activities through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, 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.
• Build individual and product knowledge by attending sales, service, product-knowledge meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies; stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services to clients and prospects.
• Maintain accurate records and properly handle assigned monies.
• Handle a proportionate volume of work based on branch demands.

Benefits

• 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 first-year vacation, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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