Universal Banker Part Time 20 hrs. Lake City
About The Position
The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and helps clients use digital and self-service banking options. It supports client outreach, identifies needs and opportunities, and fulfills them or refers clients to appropriate branch teammates or specialists. The Universal Banker also supports new account openings and problem resolution, follows operational and risk controls, and participates in required training and branch leadership routines. This is a regular, part-time position of 20 hours per week at the Lake City location. The work shift is first shift. Weekend or extended-hours work may be required, and occasional travel and overnight stays may be included.
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 learn personal computer keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel 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
- Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned monies.
- Deliver a distinctive, courteous client experience; conduct standardized and complex transactions, with assistance as needed, while uncovering client needs.
- Educate clients about digital and self-service banking solutions, including ATMs, online banking, and mobile banking.
- Support the team sales process by making outbound calls, checking client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate branch teammates 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.
- 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, offering applicable products and services to clients and prospects.
- Handle a proportionate volume of work based on branch demands.
- Work weekends and/or extended hours as needed; occasional travel and overnight stays may be included.
- Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.
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 based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on the position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
