Universal Banker- PT/20HR - Venice DT

Truist Bank•Venice, FL

1d•Onsite

About The Position

The Universal Banker position is a regular, part-time role (20 hours per week) requiring English language fluency. The primary responsibilities include efficiently completing client transactions, maintaining accurate records, and handling money properly. A key aspect of the role is delivering superior customer service by identifying and understanding clients' financial needs. The position also involves cross-training to support sales and service activities, with a specific focus on assisting with outbound calling and Integrated Relationship Management (IRM) tasks. The role aims to provide a distinctive client experience, educate clients on digital banking solutions, and support the team's sales process through client outreach. Understanding IRM is crucial for seamlessly delivering expertise and solutions. Universal Bankers are expected to participate in leadership routines, commit to continuous learning of products and services, adhere to internal controls and risk management 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 a distinctive client experience by engaging clients, facilitating conversation, and conducting complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver expertise and solutions.
Participate fully in established Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge by attending meetings and 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.