Universal Banker / PT 20HR - Wycliffe

Truist • Lake Worth, FL

7d

About The Position

Provide timely and efficient completion of client transactions, maintain accurate records, and properly handle assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM).

The Universal Banker engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and referrals, participates in Truist’s Retail Community Bank Leadership Routines and applicable training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The workload is proportionate to branch demands.

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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
• 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 and by conducting complex and standardized transactions while identifying client needs.
• Educate clients on digital and self-service solutions, including 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 for their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk management policies; stay informed of 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

• Eligible teammates may receive medical, dental, vision, life, disability, and accidental death and dismemberment insurance.
• Tax-preferred savings accounts and a 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 the 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