Universal Banker - Part Time (20 hrs.) - Heritage Boulevard

About the role

The position 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, and uncover client 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.

Qualifications

• 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, including a desire to interact with clients and prospects.
• Master personal computer (PC) keyboard and software skills necessary for branch automation.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to multi-task under time constraints.
• One year of client relationship building or sales experience preferred.
• Knowledge of advanced or complex branch transactions, risk management, and loss prevention preferred.
• Experience with sourcing and prospecting for new clients and client relationship building preferred.
• General understanding of bank operations, policies, and procedures preferred.

Skills

N/A

Benefits

See the Benefits section for details on available benefits for eligible employees of Truist Financial Corporation.

Pay

The hourly base salary for this position is $22.00/hour - $26.00/hour. Additional incentive pay is available for this position.

Schedule

Regular or Temporary: Regular