Universal Banker - Part Time 20 hours - Johnson City Main

Truist • Johnson City, TN

3d

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 focus on outbound calling and Integrated Relationship Management (IRM) activities.

The position provides a distinctive client experience through courteous engagement, completing standardized and complex transactions, educating clients about digital and self-service banking, and supporting client outreach and referrals. It also supports new account openings and problem resolution as a secondary contact, participates in branch leadership routines and training, and follows operational, risk-management, and internal-control requirements.

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 needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel as needed 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.

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

• Engage clients courteously and provide a consistent service experience while conducting standardized and complex transactions; perform more complex transactions with assistance as needed.
• Educate clients about ATMs, online banking, and mobile banking.
• Support the team sales process through outbound client calls, checking for 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 established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product-knowledge meetings and completing applicable training and web-based learning.
• 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, offer applicable products and services, and handle a proportionate volume of work based on branch demand.
• Maintain accurate records and properly handle assigned funds.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• Vacation, prorated by hire date and full-time or part-time status
• Sick days, prorated
• Paid holidays
• Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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