About The Position

The Universal Banker position is a part-time role (20 hours per week) responsible for completing client transactions efficiently and accurately, while also identifying and understanding client financial needs. This role involves cross-training to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities. The goal is to provide a distinctive client experience and educate clients on digital banking solutions.

Requirements

  • High school diploma or equivalent education
  • Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
  • Ability to multi-task under time constraints
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
  • General understanding of bank operations, policies and procedures

Responsibilities

  • Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering needs.
  • Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
  • Support the team sales process through outbound calls, checking client offers, and identifying client needs or opportunities.
  • Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate fully in established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge by attending meetings and training.
  • Adhere to internal controls, operational procedures, and risk management policies.
  • Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.

Benefits

  • Medical, dental, vision, life insurance, disability, accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation (prorated)
  • 10 sick days (prorated)
  • Paid holidays

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What This Job Offers

Job Type

Part-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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