Universal Banker (PT 20 Hrs) - Indian River
About The Position
The Universal Banker position is a regular, part-time role (20 hours per week) requiring English fluency and a 1st shift work schedule. This role focuses on providing excellent client service through efficient transaction completion, accurate record-keeping, and proper money handling. The Universal Banker will identify and understand client financial needs, and will be cross-trained to support sales and service activities, including 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 by identifying client needs and referring them to appropriate specialists. The position also involves participating in leadership routines, committing to continuous learning of products and services, adhering to internal controls and risk management policies, and serving as a secondary contact for new account openings and problem resolution.
Requirements
- High school diploma or equivalent education
- Two years of teller or cash handling or client service experience
- Six months of client relationship building or sales experience
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
- Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
- General understanding of bank operations, policies and procedures
Responsibilities
- Provide a distinctive client experience by engaging clients, conducting complex and standardized transactions, and uncovering needs.
- Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
- Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
- Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
- Participate fully in established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge by attending meetings and training.
- Adhere to internal controls, operational procedures, and risk management policies.
- Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- 10 days of vacation (prorated)
- 10 sick days (prorated)
- paid holidays
- defined benefit pension plan (depending on position and division)
- restricted stock units (depending on position and division)
- deferred compensation plan (depending on position and division)
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
