Universal Banker PT Berkshire Boulevard

Apply for the Universal Banker PT (20hrs) - Berkshire Boulevard role at Truist.

To apply, click the Apply Now button at the top or bottom of this page. After submitting your application, you will be invited to create a profile to track your status and receive communications.

If you require assistance with the application due to a disability, you can request a reasonable accommodation by emailing Accessibility (accommodation requests only; other inquiries will not receive a response).

Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. Deliver superior quality service, identifying and understanding clients’ financial needs. Cross‑train 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 with a smile, facilitating courteous conversation, conducting both complex and standard 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 make banking easier and enhance their experience.
• Support the 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 ensure seamless delivery of Truist expertise and solutions for clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and 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 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, 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 personal computer (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.
• Ability to travel to accommodate temporary staffing needs as required, including temporary assignments or location changes.
• Willingness to work weekends and/or extended hours; occasional travel and overnights may be included.

• 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.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates.…