Universal Banker PT (20hrs) Saturday Required - West Sadsbury Branch

About the role

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross‑trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

Responsibilities

• Provide a distinctive client experience by engaging clients with a smile, facilitating courteous conversation, and 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 through client outreach via outbound calls, checking for client offers, and identifying client needs or opportunities, referring clients to appropriate branch team members or specialists.
• Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product‑knowledge meetings, training classes, and web‑based learning.
• Adhere to internal controls, operational procedures, and risk‑management policies; stay informed of policy changes to ensure compliance.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.
• Handle a proportionate volume of work based on branch demands.

Qualifications

• High school diploma or equivalent.
• Two years of teller, cash handling, or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
• Proficiency with personal computer keyboard and branch automation software.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs, including temporary assignments or locale changes.
• Willingness to work weekends and/or extended hours; occasional travel and overnights may be required.
• Preferred: 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.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment coverage, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation (prorated) and 10 sick days (prorated) during the first year, along with paid holidays. Depending on the position and division, eligibility may also include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Schedule

Regular position, 1st shift (United States). English fluency required.