Universal Banker- 20hr - Ehrlich Road
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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 a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients in courteous conversations, conducts standardized and more complex transactions, and educates clients about digital and self-service banking options. The role supports outreach and sales processes, refers clients to appropriate branch team members or specialists, participates in Truist Retail Community Bank Leadership Routines and training, and follows internal controls, operating procedures, and risk-management policies. It also serves as a secondary contact for new account openings and problem resolution.
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.
- 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 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 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, standardized transactions, and more complex transactions with assistance as necessary.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales through outbound client calls, checking for client offers, identifying needs, fulfilling them, or referring clients to appropriate branch team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge by attending sales, service, and product-knowledge meetings and required training.
- 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, offer relevant products and services, and handle a proportionate workload based on branch demands.
- Maintain accurate transaction records and properly handle assigned funds.
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 based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on the position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
