Universal Banker PT/20hr - Inverrary

Truist Bank•Lauderhill, FL

About The Position

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

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 the 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 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.
English language fluency.

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

Engage clients in courteous conversation and provide a consistent service experience while conducting standardized and complex transactions; complete more complex transactions with assistance as necessary.
Educate clients about 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 client needs and opportunities, fulfilling needs, and referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Build 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 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 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 during the first year, prorated by hire date and full-time or part-time status.
10 sick days, prorated.
Paid holidays.
Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.