Universal Banker Part Time 20 hrs Cool Springs Galleria Saturday Required

Truist•Brentwood, TN

1d•Onsite

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM). This is a part-time position of 20 hours per week at Cool Springs Galleria, with Saturday work required. The Universal Banker provides a distinctive client experience through courteous interaction, completes standardized and complex transactions (seeking assistance when needed), and educates clients about ATMs and online and mobile banking. The role supports client outreach and sales, helps connect clients with suitable products and services, follows Truist’s retail leadership routines and training, and adheres to operational controls, procedures, and risk policies. The position also serves as a secondary contact for new account openings and problem resolution, with workload varying according to branch demand.

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 needed for branch automation.
Ability to multitask under time constraints.
Proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel as needed for temporary staffing requirements, including temporary assignment or locale changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
English language fluency 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

Complete client transactions promptly and efficiently, maintain accurate records, and properly handle assigned funds.
Provide courteous, distinctive service by engaging clients, conducting standardized and complex transactions, and uncovering client needs.
Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch teammates or specialists.
Understand and support Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
Participate in established Truist Retail Community Bank Leadership Routines.
Develop product and client knowledge by attending sales, service, and product meetings and applicable training and web-based learning.
Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
Act as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demand.

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 position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan