The Universal Banker position is a part-time role requiring 20 hours per week, with Saturdays being a mandatory work day. This role involves completing client transactions efficiently and accurately, handling money, and providing superior customer service by understanding and addressing client financial needs. The position also requires cross-training to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) tasks. The goal is to deliver a distinctive client experience, educate clients on digital banking solutions, and support the team's sales process through client outreach and needs identification. The role also emphasizes understanding IRM to provide seamless Truist expertise and solutions, participating in leadership routines, and committing to continuous learning of products and services. Adherence to internal controls, operational procedures, and risk management policies is crucial. The Universal Banker also serves as a secondary contact for new account openings and problem resolution, offering applicable products and services.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED