Part Time Universal Banker - 20 hours - NCE Southeast Area

Truist BankNewton Grove, NC
Onsite

About The Position

The Universal Banker position is a part-time role (20 hours per week) focused on providing excellent client service and efficient transaction completion. This role involves handling various client transactions, educating them on digital banking solutions, and supporting sales activities through outbound calling and relationship management. The position requires cross-training to assist with sales and service, with a specific emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The goal is to deliver a distinctive client experience, identify client needs, and offer appropriate solutions while adhering to operational procedures and risk management policies.

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, conducting transactions, and uncovering needs.
  • Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
  • Support the team's sales process through client outreach via outbound calls, checking for offers, and identifying client needs or opportunities.
  • Understand and apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Commit to continuous learning of individual and product knowledge through meetings and training.
  • Adhere to internal controls, operational procedures, and risk management policies.
  • Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
  • Handle a 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)
  • 10 sick days (prorated)
  • Paid holidays
  • Truist’s defined benefit pension plan (potential)
  • Restricted stock units (potential)
  • Deferred compensation plan (potential)
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