About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. Cross-train to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. This is a part-time position requiring 20 hours per week, Saturday availability, and English and Spanish fluency. The role is regular and works first shift. The hourly base salary is $22.00–$26.00, with additional incentive pay available. Regular teammates working 20 or more hours per week may be eligible for benefits, subject to the applicable plan and division.

Requirements

  • High school diploma or equivalent education.
  • Two years of teller, cash handling, or client service experience.
  • At least 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 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 fluency required.
  • Spanish fluency required.

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

  • Engage clients to provide a distinctive, consistent service experience through courteous conversation, standardized and complex transactions, and needs discovery; perform complex transactions with assistance as needed.
  • Educate clients about ATMs and online and mobile banking self-service options.
  • Support the team sales process through outbound client calls, checking for client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate branch colleagues or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending sales, service, and product knowledge meetings and required training and web-based learning.
  • Follow internal controls, operational procedures, and risk management policies; 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 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
  • Additional benefits may include a defined benefit pension plan, restricted stock units, and/or deferred compensation, depending on the position and division
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