Universal Banker - Part Time 20 hours - Brown Fox

Truist • Rome, GA

7d

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 position supports an engaging client experience, conducts standard and more complex transactions, and helps clients use digital and self-service banking solutions. It participates in outreach and sales processes, follows operational and risk controls, and supports new account openings and problem resolution as a secondary contact. The role also involves ongoing product and skills training and participation in Truist Retail Community Bank Leadership Routines.

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, including a desire to interact with clients and prospects.
• Ability to master the PC keyboard and software skills required for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• 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, conducting standardized and complex transactions, and uncovering client needs; obtain assistance with more complex transactions when necessary.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance product and individual 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 of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on branch demands.

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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED