Universal Banker - Part Time (20 hrs.) - Saturday Required - Beacon Hill
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 high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM). The banker engages clients in courteous conversations, completes standardized and more complex transactions (seeking assistance as needed), and educates clients about ATMs and online and mobile banking. The role also supports client outreach, identifies needs and opportunities, refers clients to appropriate branch team members or specialists, participates in established retail community bank routines and training, and follows internal controls, operating procedures, and risk management policies. The position serves as a secondary contact for new account openings and problem resolution and handles a share of the work based on branch demands.
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 necessary 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.
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, consistent client experience through courteous engagement, needs discovery, and completion of standardized and complex transactions.
- Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
- Support sales through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, and fulfilling or referring those needs.
- Apply Integrated Relationship Management (IRM) to help deliver appropriate Truist expertise and solutions to clients.
- Participate in 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, 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 volume of work 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
- Vacation days (at least 10 days in the first year, prorated)
- Sick days (10 days, prorated)
- Paid holidays
- Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan may be available
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
