Universal Banker - Part Time 20 hours - Brown Fox

Truist Bank • Rome, GA

6d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. Universal Bankers are cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities.

The position provides a distinctive and consistent client experience through courteous engagement and the completion of standardized and more complex transactions, with assistance as needed. It also educates clients about digital and self-service banking options, supports client outreach and sales processes, and refers clients to appropriate branch team members or specialists when needed. The role participates in Truist Retail Community Bank leadership routines and ongoing training, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. Work hours are part-time, 20 hours per week, on the first shift. Weekend and/or extended-hour work may be required, with occasional travel and overnights possible.

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 necessary for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnights may be included.
• English language fluency.

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 promptly and efficiently, maintain accurate records, and properly handle assigned funds.
• Engage clients courteously, provide a distinctive and consistent service experience, conduct standardized and complex transactions, and uncover client needs.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales activities through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product-knowledge meetings and applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies; 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.
• Travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.

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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED