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 particular focus on outbound client calling and Integrated Relationship Management (IRM). The position provides a distinctive client experience through courteous engagement, completing standardized and more complex transactions, and uncovering client needs. It educates clients about ATMs and online and mobile banking, participates in client outreach and sales activities, supports IRM, and follows established leadership routines, internal controls, operational procedures, and risk management policies. The Universal Banker also serves as a secondary contact for new account openings and problem resolution, offering applicable products and services and handling work according to branch demand. This is a part-time position of 20 hours per week. Saturday work is required. The stated base pay is $22.00–$25.00 per hour, with additional incentive pay available. Eligible regular teammates working 20 or more hours per week may qualify for benefits, subject to plan and position eligibility. Benefits described include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays.

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 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, completing standardized and complex 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 outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
  • Support Integrated Relationship Management (IRM) to deliver appropriate Truist expertise and solutions for clients’ needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending sales, service, product knowledge, and other applicable training sessions.
  • 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 share 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
  • Vacation
  • Sick days
  • Paid holidays
  • Additional incentive pay
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