About The Position

The Universal Banker PT (30hrs) position at the Blue Ball Branch is a regular, full-time role requiring English fluency and involves working the 1st shift. The primary responsibilities include completing client transactions efficiently and accurately, handling money properly, and delivering superior client service by understanding and identifying client financial needs. This role also involves cross-training to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities.

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 client needs.
  • Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
  • Support the team sales process through outbound calls, checking for client offers, identifying needs, and referring clients to appropriate team members or specialists.
  • 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 sales, service, and product knowledge meetings, training classes, and web-based learning.
  • Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
  • Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
  • Handle a proportionate volume of work based on branch demands.

Benefits

  • Medical, dental, vision, life insurance, disability, accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • No less than 10 days of vacation (prorated)
  • 10 sick days (prorated)
  • Paid holidays
  • Defined benefit pension plan (potential)
  • Restricted stock units (potential)
  • Deferred compensation plan (potential)
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