Part Time Universal Banker - 20 Hours -McCrimmon Corners

Truist Bank•Morrisville, NC

13h

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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 a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients in courteous conversations, completes standardized and more complex transactions (seeking assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach, identifies needs and opportunities, refers clients to appropriate team members or specialists, and contributes to branch sales and service routines. It also supports new account openings and problem resolution, follows operational controls and risk policies, and continues developing product and client-service knowledge.

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 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 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

Provide a distinctive client experience through courteous engagement, client-needs discovery, and completion of standardized and complex transactions.
Educate clients about ATMs, online banking, and mobile banking.
Participate in client outreach, including outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and making referrals.
Support Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Develop product and client knowledge by attending sales, service, and product meetings and completing applicable training 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 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
Tax-preferred savings accounts
401(k) plan
Vacation days
Sick days
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division