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. This is a regular, part-time role requiring 20 hours per week in Simpsonville, with Saturday work required and a first-shift schedule. English fluency is 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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • 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

  • 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, standardized and complex transactions, and discovery of client needs; perform complex transactions with assistance as needed.
  • Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
  • Support sales by contacting clients, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
  • Use Integrated Relationship Management (IRM) to help 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 completing applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle a proportionate workload based on branch demand.

Benefits

  • Eligible teammates working 20 or more hours per week may receive medical, dental, vision, life, disability, and accidental death and dismemberment insurance.
  • Tax-preferred savings accounts and a 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 the position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.
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