Universal Banker Part Time 20 hrs North County Saturday Required

Truist•Soddy-Daisy, TN

6d•Onsite

About The Position

The Universal Banker position is a part-time role (20 hours per week) that requires Saturday availability. This role focuses on providing excellent client service by completing transactions accurately and efficiently, identifying client financial needs, and supporting sales activities. The position involves educating clients on digital banking solutions, participating in client outreach, and understanding relationship management principles. Team members are expected to commit to continuous learning, adhere to internal controls and policies, and serve as a secondary contact for new account openings and problem resolution.

Requirements

High school diploma or equivalent education
Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with 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 with sourcing and prospecting for new clients and client relationship building
General understanding of bank operations, policies and procedures

Responsibilities

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Deliver superior quality service, identifying and understanding the client’s financial needs.
Cross-train to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Provide a distinctive client experience by engaging clients, conducting complex and standardized transactions, and uncovering needs.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
Understand the importance of Integrated Relationship Management (IRM) to ensure seamless delivery of expertise and solutions.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
Adhere to internal controls, operational procedures, and risk management policies.
Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.
Handles proportionate volume of work based on branch demands.

Benefits

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
10 sick days (also prorated)
paid holidays
defined benefit pension plan (depending on position and division)
restricted stock units (depending on position and division)
deferred compensation plan (depending on position and division)