Universal Banker (Part Time 20 Hrs.) - South Roanoke

Truist Bank • Roanoke, VA

1d

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 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). The position is part-time for 20 hours per week at the South Roanoke location and works the first shift.

The Universal Banker engages clients in courteous conversations, conducts standardized and more complex transactions (with assistance as needed), and helps clients use digital and self-service banking solutions. The role supports client outreach and the team sales process, participates in Truist Retail Community Bank Leadership Routines and training, follows controls and risk policies, and serves as a secondary contact for new account openings and problem resolution.

The annual base pay is listed as $22.00–$25.00 per hour, with additional incentive pay available. Eligible regular teammates working at least 20 hours per week may receive benefits, subject to division-specific eligibility. Benefits described include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k), vacation, sick days, and paid holidays. Depending on the position and division, additional plans may be available.

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 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 products.
• Ability to travel as needed for temporary staffing needs, including temporary assignment or location 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 completion of standardized and complex transactions, with assistance as needed.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales by conducting outbound client calls, checking for client offers, identifying needs or opportunities, addressing needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to help deliver solutions for clients’ needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
• Follow internal controls, operational procedures, and risk management policies, and stay informed of 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
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation in the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Additional incentive pay
• Depending on position and division, defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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