Universal Banker PT 20 hrs (Saturday Required) - Fort Washington
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound client calls and Integrated Relationship Management (IRM) activities. The Universal Banker engages clients and conducts both standardized and more complex transactions, educating clients about digital and self-service banking options. The role supports outreach and sales, identifies client needs and opportunities, and refers clients to appropriate branch team members or specialists. The position also supports new account openings and problem resolution, participates in leadership routines and training, and follows operational controls and risk management policies.
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 the PC keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office.
- Ability to travel as needed for temporary staffing requirements, including temporary assignment or location 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 and consistent client experience through courteous engagement, conversation, and completion of standardized and complex transactions; seek assistance with more complex transactions as necessary.
- Educate clients about ATMs, online banking, and mobile banking.
- Participate in client outreach, including outbound calls; check for client offers and identify client needs or opportunities, fulfilling needs or making referrals as appropriate.
- Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending sales, service, product knowledge, and other required training.
- 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 volume of work proportionate to branch demands.
- Complete client transactions efficiently, maintain accurate records, and properly handle assigned funds.
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 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
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
