Part Time Universal Banker - 20 Hours - Pineville

Truist Bank • Pineville, NC

14h • Onsite

About The Position

This part-time Universal Banker position, requiring 20 hours per week, focuses on providing timely and efficient client transactions while maintaining accurate records and proper money handling. The role emphasizes delivering superior client service, identifying and understanding client financial needs, and supporting sales and service activities, particularly with outbound calling and Integrated Relationship Management (IRM). The position involves engaging clients, educating them on digital solutions, supporting the team's sales process through outreach, understanding IRM for seamless solution delivery, participating in leadership routines, and committing to continuous learning of products and services. Adherence to internal controls, operational procedures, and risk management policies is crucial. The Universal Banker also serves as a secondary contact for new account openings and problem resolution, offering applicable products and services.

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
• 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, conducting complex and standardized transactions, and uncovering needs.
• Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
• Support the team sales process through outbound calls, checking for client offers, identifying needs, and referring clients to appropriate specialists.
• Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge by attending meetings and training classes.
• Adhere to internal controls, operational procedures, and risk management policies.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.

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
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED