Universal Banker - Part Time 20 hours - James Island

Truist Bank • Charleston, SC

33d • Onsite

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling all assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The position is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities.

The Universal Banker engages clients to provide a consistent service experience, performs standardized and more complex transactions, and educates clients about digital and self-service banking solutions. The role supports client outreach and sales, refers clients to appropriate team members or specialists, participates in Truist Retail Community Bank Leadership Routines and training, and follows operational controls and risk-management policies. The position also serves as a secondary contact for new account openings and problem resolution.

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 personal computer keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency with basic computer applications, such as Microsoft Office 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 and consistent client experience through courteous engagement, conversation, and transaction support; perform more complex transactions with assistance as necessary.
• Educate clients about ATMs, Online Banking, and 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, fulfilling needs, or referring 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 established Truist Retail Community Bank Leadership Routines.
• Build 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 records and properly handle assigned monies.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

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