Part Time Universal Banker - 20 Hours - Cannon Crossroads

Truist Financial
Concord
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multi-tasking","Attention to detail"]

Provide timely, accurate completion of client transactions while delivering a high-quality banking experience. Educate clients on digital self-service options like ATMs, online and mobile banking. Support sales outreach through outbound calling and referral/need identification, with focus on Integrated Relationship Management (IRM) activities. Participate in retail leadership routines, keep product and compliance knowledge current, and act as a secondary contact for new account openings and problem resolution.

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Truist Financial
Truist Financial
2 days ago

Part Time Universal Banker - 20 Hours - Cannon Crossroads

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while delivering a high-quality banking experience. Educate clients on digital self-service options like ATMs, online and mobile banking. Support sales outreach through outbound calling and referral/need identification, with focus on Integrated Relationship Management (IRM) activities. Participate in retail leadership routines, keep product and compliance knowledge current, and act as a secondary contact for new account openings and problem resolution.
Location: Concord
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and completing complex and standardized transactions while maintaining accurate records and handling monies properly.
  • •Educate clients on digital self-service solutions, including ATMs and online/mobile banking, to improve their banking experience.
  • •Support the sales process by participating in client outreach through outbound calls, checking for client offers, and identifying needs or opportunities.
  • •Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ unique needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; handle new account openings and problem resolution as a secondary contact.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid 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 desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and demonstrated proficiency with basic computer applications (e.g., Microsoft Office).
Experience:2+ yearsBanking
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMulti-taskingAttention to detail
Languages:English
Tech Stack:Microsoft OfficeATMOnline bankingMobile bankingPC keyboard

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