About The Position

This part-time Universal Banker position, requiring 20 hours per week with Saturday availability, focuses on providing excellent client service and efficient transaction completion. The role involves handling all monies accurately, identifying client financial needs, and supporting sales activities, including outbound calling and Integrated Relationship Management (IRM). The Universal Banker will also educate clients on digital banking solutions and participate in team sales processes and leadership routines. Continuous learning in product knowledge and adherence to operational procedures and risk management policies are essential. The position also serves as a secondary contact for new account openings and problem resolution.

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, and conducting complex and standardized transactions while uncovering needs.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
  • Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver expertise and solutions for clients’ unique needs.
  • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings and all applicable training classes and web-based learning.
  • Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures.
  • Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
  • Handle proportionate volume of work based on branch demands.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • Vacation days
  • Sick days
  • Paid holidays
  • Defined benefit pension plan (potential)
  • Restricted stock units (potential)
  • Deferred compensation plan (potential)
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service