Part Time Universal Banker - 20 Hours - Cannon Crossroads

Truist • Concord, NC

1d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers quality client service by identifying and understanding financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM).

The position engages clients, conducts standardized and more complex transactions (with assistance when needed), educates clients about digital and self-service banking, and supports client outreach and referrals. It also contributes to branch leadership routines, ongoing product and service learning, and compliance with operational controls and risk policies. The banker serves as a secondary contact for new account openings and problem resolution, handling a volume of work proportionate to branch demands.

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 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 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 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, conversation, and completion of complex and standardized transactions; perform more complex transactions with assistance as needed.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support sales by participating in outbound client calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Develop 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 manage a proportionate workload based on branch demands.

Benefits

• Medical, dental, and vision insurance.
• Life and 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 position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

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