Part Time Universal Banker - Farmville

Truist Bank•Farmville, NC

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 particular emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience through courteous interactions and standardized or complex transactions, and helps clients use digital and self-service banking options. It supports outreach and sales efforts, contributes to established retail leadership routines, and maintains product knowledge through meetings and training. The role also follows operational controls and risk policies and serves as a secondary contact for new account openings and problem resolution.

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 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 conversation, needs discovery, and completion of standardized and complex transactions, seeking assistance as needed.
  • Educate clients about ATMs, online banking, and mobile banking.
  • Participate in client outreach, including outbound calls; check for client offers, identify needs and opportunities, meet needs, or refer clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance 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 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 proportionate workload based on branch demands.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Tax-preferred savings accounts
  • 401(k) plan
  • Vacation (at least 10 days in the first year, prorated based on hire date and full-time or part-time status)
  • Sick days (10 in the first year, prorated)
  • Paid holidays
  • The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.
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