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Universal Banker - (PT 20 Hr) - Graves Mill

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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 client’s 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.  Performs more complex transactions with assistance as necessary.
2.    Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3.    Support 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 specialist. 
4.    Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5.    Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6.    Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7.    Adhere to internal controls, operational procedures and risk management policies.  Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8.    Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.  Handles proportionate volume of work based on branch demands.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    High school diploma or equivalent education 
2.    Two years of teller or cash handling or client service experience
3.    Six months of client relationship building or sales experience
4.    Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5.    Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6.    Ability to multi-task under time constraints
7.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.    Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9.    Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Average salary estimate

$35000 / YEARLY (est.)
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$30000K
$40000K

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What You Should Know About Universal Banker - (PT 20 Hr) - Graves Mill, Truist

Are you ready to step into an exciting role as a Universal Banker at Truist in Newington Forest, Virginia? As a part-time position, you'll work around 20 hours a week, helping clients navigate their banking needs while providing exceptional service. Your main responsibilities will include efficiently processing transactions and ensuring accurate record-keeping. You'll get to know your clients, understanding their financial needs, and educating them on our digital banking solutions, making their banking experience smoother and more enjoyable. You'll also participate in outbound calls to engage clients, identify their needs, and connect them with the right resources within our branch team. Plus, you’ll have the chance to enhance your knowledge and skills through various training sessions designed to help you excel in your role. A high school diploma and some experience in cash handling or client service is necessary, but if you come with a passion for helping people and a knack for communication, this could be the perfect fit for you. Join us at Truist, where we focus on creating a distinctive experience for our clients. Ready to take the next step? We can't wait to see how you'll contribute to our vibrant team culture and client-first approach!

Frequently Asked Questions (FAQs) for Universal Banker - (PT 20 Hr) - Graves Mill Role at Truist
What are the primary responsibilities of a Universal Banker at Truist?

As a Universal Banker at Truist, your primary responsibilities will include efficiently completing client transactions while maintaining accurate records and engaging in conversations to uncover client needs. You'll also educate clients on using our digital banking tools, support outbound sales activity, and ensure that you are providing a unique and high-quality service experience.

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What qualifications do I need to apply for the Universal Banker position at Truist?

To apply for the Universal Banker position at Truist, you need at least a high school diploma or an equivalent educational background, combined with two years of experience in teller operations or client service. Knowledge of basic computer applications and excellent interpersonal skills are crucial. Having prior experience in client relationship building or sales will also set you apart!

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How does a Universal Banker contribute to the sales process at Truist?

A Universal Banker at Truist plays a key role in the sales process by participating in outbound client calls to identify potential needs and opportunities for our products and services. You’ll engage clients with positive conversations, help them understand their financial options, and refer them to specialists when necessary, ensuring a holistic approach to their banking needs.

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What kind of training can I expect as a Universal Banker at Truist?

At Truist, you can expect comprehensive training programs aimed at enhancing your skills and knowledge. As a Universal Banker, you will attend various training classes focusing on sales techniques, product knowledge, and operational procedures, which will help you provide exceptional service and effectively meet client needs.

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Is the Universal Banker role at Truist suitable for someone working part-time?

Yes! The Universal Banker position at Truist is specifically designed for part-time work, typically around 20 hours per week. This flexibility makes it a great opportunity for individuals seeking to balance work with other commitments, while still being part of a dynamic team focused on client satisfaction.

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Common Interview Questions for Universal Banker - (PT 20 Hr) - Graves Mill
Can you describe your experience with cash handling?

When answering this question, be sure to highlight any past roles where you managed cash transactions. Discuss any relevant experiences, such as balancing a cash register, processing deposits and withdrawals, and how you've ensured accuracy in transactions.

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How do you approach customer service in a banking environment?

In banking, customer service is vital. Share examples of how you’ve engaged with clients, understood their financial needs, and provided personalized solutions, along with how you resolved issues effectively.

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What strategies would you use to educate clients about digital banking tools?

Discuss how you’d simplify complex information about digital tools, perhaps by demonstrating processes during client transactions, creating easy-to-follow guides, or encouraging clients to ask questions to foster a better understanding of our online services.

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How do you handle a difficult customer?

Share a specific instance where you successfully managed a challenging customer interaction. Emphasize your communication skills, patience, empathy, and how you focused on finding a resolution to their issues.

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What do you know about Truist’s services and products?

Before the interview, research Truist products and services. When asked, articulate your understanding of their offerings, such as loans, investment options, and how these can benefit clients in their financial journeys.

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How do you prioritize multiple tasks in a busy environment?

Explain your time management strategies. Discuss how you would assess the urgency and importance of tasks, possibly using tools or methods to keep organized, while still delivering high-quality service.

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Why do you want to work as a Universal Banker at Truist?

In your response, connect your skills and career aspirations to the values of Truist. Highlight your passion for client service, desire for a team-oriented role, and commitment to helping clients achieve their financial goals.

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Describe a time you went above and beyond for a customer.

Share a specific example that showcases your dedication to customer service. Detail the situation, the actions you took, and the positive outcome, emphasizing your proactive approach.

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How do you ensure compliance with banking regulations in your work?

Discuss your understanding of regulatory requirements and the importance of adhering to operational procedures. Share methods you’ve used in previous positions to stay informed about compliance changes and how you implement them.

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What personal qualities do you think are essential for a Universal Banker?

Identify qualities such as strong communication skills, empathy, adaptability, and reliability. Be prepared to explain how these traits contribute to providing excellent customer service and creating a positive banking experience.

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April 1, 2025

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