Part Time Universal Banker - 20 Hours - Dallas

Truist Bank • Dallas, NC

2d

About The Position

The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality service by understanding clients’ financial needs and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM).

The position engages clients in courteous conversations, handles standardized and more complex transactions with assistance as needed, and helps clients use ATMs, online banking, and mobile banking. It also supports client outreach, identifies needs and opportunities, and refers clients to appropriate branch staff or specialists. The banker participates in Truist’s retail community bank leadership routines and ongoing training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. Work volume varies with 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, including 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 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 and completion of standardized and complex transactions, with assistance as needed.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through outbound client calls, checking for client offers, identifying client needs, and fulfilling needs or making referrals to branch teammates or specialists.
• Apply Integrated Relationship Management (IRM) to deliver relevant Truist expertise and solutions to clients.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance product and individual knowledge through meetings and required 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, and offer relevant products and services to clients and prospects.
• 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
• 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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