About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. The position engages clients in courteous conversations, performs standardized and more complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. It also serves as a secondary contact for new account openings and problem resolution, while following operational controls, procedures, and risk-management policies. This is a part-time role for 20 hours per week. Saturday work is required, and the position is designated as first shift. The hourly base salary is $22.00–$25.00, with additional incentive pay available. Regular teammates working 20 or more hours per week are eligible for benefits, subject to plan and division eligibility.

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 personal computer keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
  • 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 through courteous engagement and accurate completion of standardized and complex transactions.
  • Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
  • Support team sales efforts by making outbound calls, checking client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending sales, service, and product knowledge meetings and completing applicable training.
  • 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, and offer applicable products and services to clients and prospects.
  • 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 during the first year, prorated by hire date and full-time or part-time status.
  • 10 sick days, prorated.
  • Paid holidays.
  • Depending on position and division, eligibility may also include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service