Universal Banker - Part Time 20/hr - Trussville
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. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients in courteous conversations, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role also supports outreach and referrals, assists with new account openings and problem resolution, participates in leadership routines and training, and follows operational, internal control, and risk management procedures. Work is part-time, 20 hours per week, on first shift in Trussville.
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 the 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.
- 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 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
- Provide a distinctive client experience through courteous engagement, client needs discovery, and completion of standardized and complex transactions.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales through client outreach and outbound calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
- Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance 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 informed of policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload 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
- Vacation: no less than 10 days during the first year, prorated based on hire date and full-time or part-time status
- Sick days: 10 days, 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 plan
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
