Universal Banker - Part Time (20 hrs.) - Saturday Required - The Galvan

Truist Bank•Rockville, MD

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality service by identifying and understanding clients’ 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 in courteous conversation, handles routine and more complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. It also contributes to branch routines and training, follows operational and risk-management requirements, and serves as a secondary contact for new account openings and problem resolution. This is a regular part-time position for 20 hours per week, with Saturday work required.

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 the PC keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Proficiency in basic computer applications, such as Microsoft Office software.
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 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 and consistent client experience through courteous engagement, transactions, and identifying client needs.
Conduct standardized and more complex transactions, seeking assistance as necessary.
Educate clients about ATMs, online banking, and mobile banking.
Support team sales activities through outbound calls, checking for client offers, identifying needs, and fulfilling needs or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management principles to deliver relevant Truist expertise and solutions.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending 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.
Handle a proportionate volume of work according to branch demands.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Tax-preferred savings accounts
401(k) plan
Vacation: no less than 10 days during the first year, prorated according to hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.