Part Time Universal Banker - 20 Hours - Marshville

Truist•Marshville, NC
•Onsite

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. Cross-train to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. This is a regular, part-time position of 20 hours per week on the first shift in Marshville. Weekend and/or extended hours may be required, with occasional travel and overnight stays.

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 master PC keyboard and software skills necessary for branch automation.
  • Ability to multitask under time constraints.
  • Proficiency in basic computer applications, such as Microsoft Office software.
  • Ability to travel as needed to support temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; 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 sourcing and prospecting for new clients and building client relationships.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Provide a distinctive client experience through courteous engagement, conversation, needs discovery, and completion of standardized and complex transactions; perform more complex transactions with assistance as needed.
  • Educate clients about ATMs and online and mobile banking self-service options.
  • Support sales through client outreach and outbound calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch 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.
  • Develop 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, and remain informed about policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services to clients and prospects, and handle a proportionate workload based on branch demands.
  • Maintain accurate transaction records and properly handle assigned monies.

Benefits

  • Eligible teammates working 20 or more hours per week may receive medical, dental, and vision insurance; life and disability insurance; accidental death and dismemberment coverage; tax-preferred savings accounts; and a 401(k) plan.
  • Vacation of at least 10 days during the first year, prorated according to hire date and full-time or part-time status.
  • Sick days, up to 10 during the first year, prorated.
  • Paid holidays.
  • Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.
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