Universal Banker - Part Time - Nelson

Universal Banker - Part Time 20 Hrs - Nelson Street

Join to apply for the Universal Banker - Part Time 20 Hrs - Nelson Street role at Truist

The position involves providing timely and efficient completion of client transactions, maintaining accurate records and proper handling of all monies assigned. Deliver superior service, identify and understand the client’s financial needs. Cross-trained to support sales and service activities, with a focus on outbound calling and supporting Integrated Relationship Management (IRM) activities.

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with 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 to 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 specialists.
• Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
• Participate in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge 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. Stay informed of policy changes 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. Handle a proportionate volume of work based on branch demands.

• 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
• Ability to master PC keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required, including temporary assignments or locale changes
• Ability to work weekends and/or extended hours with occasional travel

• One year of client relationship building or sales experience
• Knowledge of advanced or complex branch transactions, risk management and loss prevention
• Experience with sourcing and prospecting for new clients and client relationship building
• General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates working 20 hours or more per week are eligible for benefits. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid time off and sick days prorated based on hire date and status. Details are available on Truist’s Benefits site. Depending on the position and division, this job may be eligible for additional benefit plans.

Truist is an Equal Opportunity Employer and a Drug Free Workplace. EEO is the Law. IER Right to Work.