Universal Banker (Part Time 20 Hrs.) - Staunton

Truist Bank•Staunton, VA

About The Position

The Universal Banker provides timely and efficient client transactions, maintains accurate records, and handles assigned funds properly. 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). The position also supports new account openings and problem resolution as a secondary contact, with workload proportionate to branch demands.

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 the 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 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

Deliver a distinctive client experience through courteous conversation, consistent service, and completion of standardized and more complex transactions, requesting assistance as needed.
Educate clients on digital and self-service banking options, including ATMs, online banking, and mobile banking.
Support sales activities by making outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management practices to connect clients with Truist expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Develop 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; stay informed about policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.

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 full-time or part-time status.
10 sick days, prorated.
Paid holidays.
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
Additional incentive pay is available.