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.
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Job Type
Part-time
Education Level
High school or GED