About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calls and Integrated Relationship Management (IRM) activities. This is a part-time position of 20 hours per week in Pooler, with Saturday work required and a first-shift schedule. The role provides a distinctive client experience through courteous interactions and completion of standardized and more complex transactions, with assistance as needed. It educates clients about digital and self-service banking solutions, participates in client outreach and sales support, follows Truist’s retail leadership routines and operational controls, and continues to develop product and service knowledge. It also serves as a secondary contact for new account openings and problem resolution, handling a proportionate workload based on 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 required to accommodate temporary staffing needs, including temporary assignment or location changes.
  • Ability to work weekends and/or extended hours; 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 sourcing and prospecting for new clients and building client relationships.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Provide a consistent, distinctive client experience through courteous conversation, needs discovery, and completion of standardized and complex transactions, seeking assistance when necessary.
  • Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
  • Support team sales activities through outbound client calls, reviewing client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Develop individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
  • Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demand.
  • Maintain accurate transaction records and properly handle assigned funds.

Benefits

  • Eligible teammates working 20 or more hours per week may receive medical, dental, and vision insurance; life and disability insurance; accidental death and dismemberment coverage; tax-preferred savings accounts; and a 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.
  • Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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