About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with an emphasis on outbound calling and Integrated Relationship Management (IRM). The banker engages clients in courteous conversation, handles standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. The position supports client outreach, identifies needs and opportunities, and fulfills those needs or refers clients to appropriate branch teammates or specialists. It also serves as a secondary contact for new account openings and problem resolution. The role requires adherence to internal controls, operational procedures, and risk management policies, as well as ongoing participation in training, product-knowledge activities, and Truist Retail Community Bank Leadership Routines. This is a regular, part-time position scheduled for 20 hours per week at Johnson City Main, working first shift. Weekend and/or extended hours may be required, along with occasional travel and overnight stays. Employees working at least 20 hours per week are eligible for benefits, subject to plan and division eligibility rules.

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.
  • Proficiency in basic computer applications, such as Microsoft Office software products.
  • Ability to travel for 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

  • Complete client transactions promptly and efficiently, maintain accurate records, and properly handle assigned funds.
  • Engage clients and provide a consistent, courteous service experience while uncovering client needs and conducting standardized and more complex transactions.
  • Educate clients about digital and self-service banking options, including ATMs, online banking, and mobile banking.
  • Support sales through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, and fulfilling needs or referring clients to appropriate branch teammates or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for 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 applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk-management policies; 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.
  • Travel as needed to accommodate temporary staffing requirements, including temporary assignment or locale changes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, possible defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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