Part Time Universal Banker Shelby

Part Time Universal Banker – 20 Hours – Shelby, NC

Company: Truist Financial

Location: Shelby, NC
Employment Type: Part Time
Date Posted: 01/30/2026
Job Categories: Banking, Finance/Economics, Information Technology

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 clients' 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.

• Provide a distinctive client experience to ensure a consistent service level by engaging clients, facilitating courteous conversation, and conducting both complex and standard transactions.
• Educate clients on digital, self‑service solutions including ATMs, Online and Mobile banking to enhance their service experience.
• Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
• Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions.
• Participate fully 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 all changes in policies and procedures to ensure compliance.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.

• 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.
• Ability to master personal computer (PC) keyboard and software skills necessary for branch automation.
• Ability to multi‑task under time constraints.
• Proficiency with basic computer applications, such as Microsoft Office.
• Ability to travel for temporary staffing needs as required.
• Availability to work weekends and/or extended hours with occasional travel and overnights.

Preferred qualifications:

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

All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, and a 401(k) plan. Teammates also receive at least 10 days of vacation and 10 sick days during their first year of employment, prorated for part‑time status, plus paid holidays. Additional benefits such as a defined pension plan, restricted stock units or deferred compensation may be available depending on the division.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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Company Name: Truist Financial
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