About The Position

The Part Time Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive, consistent client experience through courteous conversation, completing standardized and complex transactions, and uncovering client needs. It educates clients about digital and self-service solutions, including ATMs, online banking, and mobile banking. The banker participates in client outreach, checks for client offers, identifies opportunities, and fulfills needs or refers clients to appropriate branch team members or specialists. The role supports Truist’s Retail Community Bank Leadership Routines, continues developing product and individual knowledge through meetings and training, and follows internal controls, operational procedures, risk-management policies, and current guidelines. The banker serves as a secondary contact for new account openings and problem resolution, offers relevant products and services, and handles a volume of work proportionate to branch demands. This is a 20-hour-per-week part-time position requiring Saturday work.

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 PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency with basic computer applications, such as Microsoft Office.
  • 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

  • Complete client transactions accurately and efficiently, maintain records, and properly handle assigned monies.
  • Deliver a distinctive client experience through courteous engagement, transaction assistance, and identifying client needs.
  • Perform standardized and complex transactions, seeking assistance when necessary.
  • Educate clients about ATMs, online banking, mobile banking, and other digital or self-service solutions.
  • Support sales through client outreach and outbound calls, check for client offers, identify needs, and fulfill or refer opportunities.
  • Support Integrated Relationship Management (IRM) activities and coordinate Truist solutions for clients’ needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Develop product and individual knowledge by attending meetings and completing applicable training and web-based learning.
  • Follow internal controls, operational procedures, risk-management policies, and current compliance guidelines.
  • Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
  • Handle a proportionate volume of work based on branch demands.

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 in 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, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
  • Additional incentive pay
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