Universal Banker - Part Time (20 hrs.) - Saturday Required - Centreville Square
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The position is part-time, 20 hours per week, and requires Saturday work. It is a regular role on the first shift. The hourly base salary is $22.00–$26.00. Eligible regular teammates working at least 20 hours per week may qualify for benefits, with specific eligibility depending on the division and position.
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 the 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 client experience through courteous engagement and accurate handling of standardized and complex transactions, seeking assistance for more complex transactions as needed.
- Educate clients about digital and self-service banking options, including ATMs, online banking, and mobile banking.
- Support sales by conducting outbound client outreach, checking available client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
- Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions suited to their needs.
- Participate in Truist Retail Community Bank Leadership Routines.
- Build 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 relevant products and services, and handle a proportionate workload based on branch demand.
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 by 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
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What This Job Offers
Job Type
Part-time
Education Level
High school or GED
