Universal Banker - Part Time 20 hours - Tiger Boulevard Saturday required
About The Position
The Universal Banker provides timely and efficient client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality client service by identifying and understanding financial needs. It is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). This is a regular, part-time position for 20 hours per week at Tiger Boulevard, with Saturday work required and a first-shift schedule. The Universal Banker engages clients through courteous conversation, completes standard and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and sales, refers clients to appropriate branch team members or specialists, participates in branch routines and training, follows operational and risk controls, and serves as a secondary contact for 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 and a desire to interact with clients and prospects.
- Ability to learn personal computer keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, including Microsoft Office products.
- Ability to travel as needed to accommodate temporary staffing needs, 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
- Deliver a distinctive and consistent client experience by engaging clients courteously, completing standardized and complex transactions, and identifying client needs.
- Educate clients on ATMs, online banking, and mobile banking.
- Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling or referring needs to appropriate branch personnel or specialists.
- Apply Integrated Relationship Management practices to connect clients with Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
- Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offering relevant 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
- Position- and division-dependent 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
Education Level
High school or GED
