About The Position

The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles 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). This is a regular, part-time position listed as 20 hours, on the first shift.

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 the PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Proficiency in basic computer applications, such as Microsoft Office software.
  • Ability to travel as needed for temporary staffing requirements, 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 by engaging clients courteously, completing standardized and complex transactions, and identifying their needs.
  • Educate clients about digital and self-service options, including ATMs and online and mobile banking.
  • Support sales through outbound client calls, checking for client offers, identifying needs or opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management principles to deliver relevant Truist expertise and solutions to clients.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Develop 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.
  • Act 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.

Benefits

  • Eligible regular teammates working 20 or more hours per week may receive medical, dental, vision, life, and disability insurance.
  • Accidental death and dismemberment coverage.
  • Tax-preferred savings accounts.
  • 401(k) plan.
  • Vacation, prorated according to hire date and full-time or part-time status; no less than 10 days during the first year.
  • Sick days, prorated; 10 days during the first year.
  • 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.
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