Universal Banker PT/20HR - South Kendall

Truist Bank • Miami, FL

9d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs, and is cross-trained to support sales and service activities as needed.

The Universal Banker engages clients in courteous conversations, conducts standardized and complex transactions, and helps clients use digital and self-service banking solutions. The role also supports client servicing, identifies needs and referral opportunities, assists with account maintenance and problem resolution, and follows operational controls and risk-management policies. The position is part-time, 20 hours per week, and requires English fluency.

Requirements

• High school diploma or equivalent education.
• Proven and consistent proficiency in teller or cash-handling or client-service skills.
• Good interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to use office equipment and perform basic mathematical functions.
• Ability and willingness to follow written and verbal instructions and work under established guidelines.
• Demonstrated ability to deliver excellent client service and provide team support.
• Ability to travel as required 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.
• English fluency is required.

Nice To Haves

• Demonstrated ability to uncover referral opportunities.
• Knowledge of advanced or complex branch transactions.
• Demonstrated ability to handle multiple priorities under time constraints.
• General understanding of bank operations, policies, and procedures.

Responsibilities

• Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering needs.
• Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
• Support the team with client servicing calls, presenting client offers, identifying client needs or opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Participate in the established Truist Retail Community Bank Leadership Routines.
• Complete applicable training classes and web-based learning to advance knowledge and better serve clients.
• Adhere to internal controls, operational procedures, and risk-management policies; stay informed of policy and procedure changes to ensure compliance.
• Serve as a point of contact for account maintenance and problem resolution, identify solutions and services, and refer clients to appropriate teammates.
• Maintain accurate records and ensure proper handling of assigned monies.

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 first-year vacation, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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