Universal Banker - Part Time (20 hrs.) - Saturday Required - Opitz Crossing
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience through courteous conversations and accurate handling of standardized and more complex transactions, educating clients about digital and self-service banking options, and supporting client outreach and referrals. The banker also helps with new account openings and problem resolution, participates in branch leadership routines and training, and follows operational controls and risk-management policies. Work is part-time for 20 hours per week, with Saturday required.
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 PC keyboard and software skills necessary for branch automation.
- Ability to multitask under time constraints.
- 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, standardized transactions, and more complex transactions with assistance as needed.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales by participating in outbound client calls, checking for client offers, identifying client needs, fulfilling needs, or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management principles to connect clients with relevant Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending sales, service, and product knowledge meetings, training classes, 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 workload proportionate to 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
- At least 10 days of vacation during the first year, prorated based on hire date and employment status
- 10 sick days, prorated
- Paid holidays
- Potential eligibility, depending on position and division, 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
