Universal Banker (Part Time 20 Hrs) Sat Required- Spanish Preferred- Stephens City

Truist Bank•Stephens City, VA

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). This is a regular part-time position for 20 hours per week in Stephens City, with Saturday work required. English fluency is required; Spanish is preferred. The position is listed as first shift.

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 for 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.
English language fluency.

Nice To Haves

Spanish language skills.
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 by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering client needs.
Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
Support the team sales process through client outreach and outbound calls, checking for client offers, identifying client needs and opportunities, fulfilling those needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management principles to deliver Truist expertise and solutions for clients’ needs.
Participate in Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
Handle a proportionate volume of work based on branch demands.

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 in 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, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.