Universal Banker - Part Time 20hrs - Walnut Hill Lane Bilingual-Spanish (preferred)

Truist Bank • Dallas, TX

1d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM).

The Universal Banker creates a distinctive client experience through courteous interactions and standardized or complex transactions, educating clients about digital and self-service banking, and participating in outreach and sales activities. The position also supports new account openings and problem resolution, helps connect clients with appropriate products, services, or specialists, and follows operational controls, procedures, and risk-management policies.

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 software.
• 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.

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.
• Spanish bilingual ability is preferred.

Responsibilities

• Provide a distinctive client experience through courteous conversation, client engagement, and completion of standardized and complex transactions; seek assistance with complex transactions as needed.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Participate in client outreach through outbound calls, check for client offers, identify client needs or opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in the established Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed about changes to policies and procedures.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on branch demands.
• Maintain accurate records and properly handle assigned funds.

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 during the first year, prorated by hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED