Universal Banker - Part Time 20 hours - Francis Corners

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Attention to detail","Multi-tasking","Compliance mindset"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a high-quality client experience. Cross-train to support sales and service, including outbound calling to identify needs, offers, and opportunities, and routing clients to specialists. Educate clients on digital self-service banking solutions and support Integrated Relationship Management (IRM) and retail community routines while adhering to controls, risk management, and compliance.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Part Time 20 hours - Francis Corners

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Last checked: 8 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a high-quality client experience. Cross-train to support sales and service, including outbound calling to identify needs, offers, and opportunities, and routing clients to specialists. Educate clients on digital self-service banking solutions and support Integrated Relationship Management (IRM) and retail community routines while adhering to controls, risk management, and compliance.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients and completing complex and standardized transactions while uncovering needs.
  • •Educate clients on digital self-service solutions, including ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calls to check for client offers and identify needs or opportunities.
  • •Apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions aligned to client needs.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance, including supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid Holidays

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 with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard and branch automation software skills, and demonstrate proficiency in basic computer applications such as Microsoft Office.
Experience:BankingRetail bankingClient service
Education:High School
Skills:Interpersonal communicationClient serviceAttention to detailMulti-taskingCompliance mindset
Languages:English
Tech Stack:Microsoft OfficePC keyboardOnline bankingMobile bankingATMs

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