Universal Banker - 20hr - Gateway

Truist•St. Petersburg, FL

21h•Onsite

About The Position

The Universal Banker position is a regular, 20-hour per week role with a 1st shift work schedule. The primary responsibilities include completing client transactions efficiently and accurately, providing superior client service, and identifying client financial needs. This role also involves supporting sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The position requires cross-training to assist with various branch functions.

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 courteous conversation, and conducting complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions (ATMs, Online and Mobile banking) to enhance their service experience.
Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities, referring clients to appropriate specialists when necessary.
Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver expertise and solutions for client needs.
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 classes and web-based learning.
Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures.
Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
Handle a proportionate volume of work based on branch demands.