Universal Banker - Part Time 20 Hrs - Settlers Market

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, facilitating courteous conversation, conducting 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.

Qualifications

• 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.
• 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.
• General understanding of bank operations, policies and procedures preferred.

Skills

Must have excellent interpersonal and communication skills, including a desire to interact with clients and prospects. Must have a high school diploma or equivalent education and two years of teller or cash handling or client service experience. Must have six months of client relationship building or sales experience. Must have demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Must have the ability to multi-task under time constraints. Must have a general understanding of bank operations, policies and procedures.

Benefits

Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan are offered. Vacation, sick days, and paid holidays are provided. Truist also offers a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. EEO is the Law E-Verify IER Right to Work