Universal Banker (Part Time 20 Hrs.) - South Roanoke
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) activities. The position provides a distinctive client experience through courteous engagement and the handling of standardized and, with assistance as needed, more complex transactions. It helps clients use ATMs, online banking, and mobile banking; supports client outreach and referrals; and serves as a secondary contact for new account openings and problem resolution. The banker also participates in branch leadership routines and training, maintains product knowledge, and follows internal controls, operating procedures, and risk-management policies.
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 and 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.
- Proficiency in basic computer applications, such as Microsoft Office.
- 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
- Deliver a consistent, distinctive client experience through courteous engagement, completing transactions, and identifying client needs.
- Perform standardized and more complex transactions, seeking assistance as necessary.
- Educate clients about ATMs and online and mobile banking self-service solutions.
- Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
- Support Integrated Relationship Management (IRM) to deliver relevant expertise and solutions for clients’ needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Attend sales, service, product knowledge, and other applicable training and learning activities.
- 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 a volume of work appropriate to branch demands.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated according to hire date and employment status
- 10 sick days, prorated
- Paid holidays
- Additional position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
- Additional incentive pay
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What This Job Offers
Job Type
Part-time
Education Level
High school or GED
