Part Time Universal Banker- 20 Hours- Arnold

About the role

The role involves providing timely and efficient completion of client transactions, maintaining accurate records, and delivering superior quality service. Cross-trained to support sales and service activities, with a focus on assisting with outbound calling and Integrated Relationship Management (IRM) activities.

Responsibilities

• Engage clients with smiling, facilitate courteous conversation, conduct both complex and standardized transactions while uncovering needs.
• Perform more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Attend sales, service, and product knowledge meetings and training classes.
• 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.

Requirements

• High school diploma or equivalent education.
• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Master personal computer (PC) keyboard and software skills necessary for branch automation.
• Proficient in basic computer applications, such as Microsoft Office software products.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Qualifications

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• One year of client relationship building or sales experience preferred.
• Knowledge of advanced or complex branch transactions, risk management and loss prevention preferred.
• General understanding of bank operations, policies and procedures preferred.

Skills

• Customer service skills.
• Outbound calling skills.
• Integrated Relationship Management (IRM) knowledge.
• Basic computer skills.

Benefits

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Vacation, sick days, and paid holidays are also provided. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.