About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 focus on outbound calling and Integrated Relationship Management (IRM). The banker provides a distinctive client experience through courteous engagement, handles standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service options. The role supports outreach and sales, participates in Truist Retail Community Bank Leadership Routines and relevant training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The position is part-time, scheduled for 30 hours, and is regular rather than temporary.

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 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

  • Complete client transactions promptly and efficiently, maintain accurate records, and properly handle assigned funds.
  • Engage clients courteously and provide a consistent service experience while conducting standardized and complex transactions and identifying client needs.
  • Educate clients about ATMs, online banking, and mobile banking.
  • Participate in client outreach, including outbound calls; check for client offers and identify needs or opportunities, fulfilling them or referring clients to appropriate team members or specialists.
  • Support Integrated Relationship Management (IRM) and delivery of solutions for clients’ needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Attend sales, service, product knowledge, and other applicable training meetings and classes, including web-based learning.
  • Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
  • Handle a proportionate volume of work according to branch demands.
  • Travel as needed to accommodate temporary staffing needs, including possible temporary assignment or locale changes; work weekends and/or extended hours, with occasional travel and overnights potentially required.

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 according to hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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