Part Time Universal Banker - 20 Hours - Cannon Crossroads

Truist Financial
Concord
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client service orientation","Customer relationship building"]

Deliver timely, accurate client transactions while maintaining proper handling of client funds and records. Provide a high-quality client experience and educate customers on digital self-service options like ATMs, Online and Mobile banking. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities, and serve as a secondary contact for account openings and problem resolution. Follow operational controls, risk management, and compliance procedures.

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Truist Financial
Truist Financial
2 days ago

Part Time Universal Banker - 20 Hours - Cannon Crossroads

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Last checked: 16 hours agoStatus: Live

Job Summary

Deliver timely, accurate client transactions while maintaining proper handling of client funds and records. Provide a high-quality client experience and educate customers on digital self-service options like ATMs, Online and Mobile banking. Cross-train to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities, and serve as a secondary contact for account openings and problem resolution. Follow operational controls, risk management, and compliance procedures.
Location: Concord
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions accurately while engaging clients with courteous conversation.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking, to improve their service experience.
  • •Support the team sales process through outbound calls, checking for client offers, and identifying customer needs or opportunities.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions aligned to client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies to maintain compliance and handle branch demands.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •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 and a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and demonstrate proficiency in basic computer applications such as Microsoft Office.
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient service orientationCustomer relationship building
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn