About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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. This is a part-time position scheduled for 20 hours, with Saturday work required. The banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about ATMs, online banking, and mobile banking. The role supports client outreach and sales, participates in Truist Retail Community Bank Leadership Routines and ongoing training, and follows operational procedures, internal controls, and risk-management policies. It also serves as a secondary contact for new account openings and problem resolution, offering relevant products and services according to branch needs.

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 as required 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.
  • Saturday work 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, conducting transactions, and uncovering client needs.
  • Perform standardized and complex transactions, seeking assistance as necessary.
  • Educate clients about digital and self-service solutions, 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.
  • Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending sales, service, and product-knowledge meetings and applicable training.
  • Follow internal controls, operational procedures, and risk-management policies; stay informed of policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle work in proportion to branch demands.
  • Maintain accurate records and properly handle assigned monies.

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 during the first year, prorated by hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Additional incentive pay is available
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