Part Time Universal Banker - 20 hours - NCE Coastal Area

Truist Bank•Morehead City, NC

32d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients, conducts standardized and more complex transactions, and educates clients on digital and self-service banking solutions. The role supports client outreach, identifies needs and opportunities, and fulfills those needs or refers clients to appropriate branch team members or specialists. It also supports new account openings and problem resolution as a secondary contact, while following operational controls, procedures, and risk-management policies. This is a regular, part-time position for 20 hours per week, with a first-shift schedule.

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.
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 fluency is required.

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 engagement, conversation, and standardized or complex transactions; perform more complex transactions with assistance as needed.
Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
Use Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
Participate in Truist Retail Community Bank Leadership Routines.
Advance 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, and stay informed about changes to policies and procedures.
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
401(k) plan
At least 10 days of vacation in the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division