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Universal Banker - PT 30 Hr - Orange

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Orange

AI generated summary

  • You need a high school diploma, 2 years of cash handling or client service, 6 months of sales experience, strong communication skills, and proficiency in Microsoft Office. Flexibility for travel and hours is essential.
  • You will engage clients, process transactions, educate on digital options, support sales goals, adhere to policies, and assist with account openings and problem resolution as needed.

Requirements

  • 1. High school diploma or equivalent education
  • 2. Two years of teller or cash handling or client service experience
  • 3. Six months of client relationship building or sales experience
  • 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
  • 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
  • 6. Ability to multi-task under time constraints
  • 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
  • 1. One year of client relationship building or sales experience
  • 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
  • 3. Experience with sourcing and prospecting for new clients and client relationship building
  • 4. General understanding of bank operations, policies and procedures

Responsibilities

  • Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
  • Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
  • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
  • Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
  • Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

FAQs

What are the working hours for the Universal Banker position?

The working hours for the Universal Banker position are part-time, 30 hours per week, primarily during the 1st shift.

Is prior experience required for this position?

Yes, two years of teller or cash handling or client service experience is required, along with six months of client relationship building or sales experience.

What qualifications are required for this position?

A high school diploma or equivalent education is required, along with excellent interpersonal and communication skills, the ability to master PC keyboard and software skills, and the capacity to multi-task under time constraints.

Are there opportunities for advancement and training?

Yes, the position includes commitments to advancing individual and product knowledge through sales, service, and product knowledge meetings, as well as applicable training classes and web-based learning.

What benefits are offered to part-time employees?

Part-time employees working 20 hours or more per week are eligible for benefits such as medical, dental, vision, life insurance, disability, and a 401k plan, among others.

How does Truist approach diversity and equal opportunity?

Truist is an Equal Opportunity Employer that does not discriminate based on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classifications protected by law.

Is there a requirement to travel for this position?

Yes, there may be a requirement to travel to accommodate temporary staffing needs, which could include temporary assignments or locale changes.

Does this job involve working weekends or extended hours?

Yes, the Universal Banker position may require working weekends or extended hours.

What is the process for applying for the Universal Banker position?

Interested candidates can click the "Apply Now" button to complete an application and create a profile to track their application status.

Can I request accommodations during the application process?

Yes, if you have a disability and need assistance with the application, you can request a reasonable accommodation by sending an email to Accessibility (for accommodation requests only).

Finance
Industry
10,001+
Employees

Mission & Purpose

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC.

Benefits

  • Medical

    Develop a medical benefits package that meets your individual needs.

  • 401(k)

    Save now for a better tomorrow.

  • Time off

    Recharge your work/life balance with time off benefits.