Universal Banker - Part Time 20hrs - Forsyth

Truist Bank • Forsyth, GA

9d

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, especially outbound calling and Integrated Relationship Management (IRM).

The position involves engaging clients, conducting standard and more complex transactions, educating clients about digital and self-service banking solutions, and supporting outreach and referrals. The banker also helps with new account openings and problem resolution, follows operational and risk-management procedures, and participates in required training and branch routines. This is a regular, part-time position scheduled for 20 hours, with a first-shift schedule.

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 learn 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 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 and by conducting standardized and complex transactions, seeking assistance as needed.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through client outreach and outbound calls, checking for client offers, identifying needs, fulfilling them when appropriate, and referring clients to branch team members or specialists.
• Apply Integrated Relationship Management practices to connect clients with appropriate Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product 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, and offer applicable products and services to clients and prospects.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• Vacation days (at least 10 days in the first year, prorated)
• 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 a deferred compensation plan.

What This Job Offers

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