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Universal Banker - PT 20 Hr - Orange

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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

$30000 / YEARLY (est.)
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$28000K
$32000K

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What You Should Know About Universal Banker - PT 20 Hr - Orange, Truist

If you're looking for a great opportunity to join Truist as a Universal Banker in Orange, Virginia, you're in the right place! This part-time role requires you to engage with clients in a friendly and professional manner, completing transactions accurately while providing top-notch service. You'll not only get to assist clients with everyday banking transactions, but you'll also educate them on innovative digital banking solutions that make their financial life easier. As a Universal Banker, you'll be cross-trained in various sales and service activities, meaning your work will be dynamic and varied, perfect for someone who enjoys wearing different hats. Whether you're helping a client open a new account, resolving an issue, or identifying their financial needs, every day brings new challenges. With a focus on Integrated Relationship Management (IRM), you'll ensure that our clients receive the tailored expertise and solutions they deserve. If you have a knack for building relationships, enjoy multitasking, and are eager to participate in ongoing training and development, this could be your ideal job. Come be part of a team that not only values its employees but is also committed to serving the community!

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

As a Universal Banker at Truist, your main responsibilities will include completing client transactions efficiently, educating customers about digital banking options, and actively participating in outbound sales calls. You'll support the Integrated Relationship Management process, ensuring that each client receives personalized attention and solutions tailored to their unique financial needs.

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What qualifications are required for the Universal Banker position at Truist in Orange, VA?

To qualify for the Universal Banker position at Truist in Orange, Virginia, you need a high school diploma or equivalent, along with two years of teller, cash handling, or client service experience. Additionally, at least six months of experience in building client relationships or sales is essential. Excellent communication skills and the ability to multitask are also key qualifications.

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What benefits does Truist offer to part-time Universal Bankers?

Truist provides an array of benefits to part-time Universal Bankers, including medical, dental, and vision insurance, as well as a 401k plan. You'll also receive at least 10 days of vacation during your first year, alongside sick days and paid holidays. Eligibility for specific benefits may vary based on your status and role.

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How does Truist support career development for Universal Bankers?

Truist emphasizes continuous learning and development for Universal Bankers by providing training classes, sales, and service meetings. By promoting personal and product knowledge, Truist ensures that their team stays informed about the latest banking solutions, enhancing both employee skills and client service.

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What type of work environment can Universal Bankers expect at Truist?

Universal Bankers at Truist can expect a dynamic and supportive work environment. You'll interact with clients daily, work alongside a dedicated team, and engage in community initiatives. The team's focus on collaboration and support fosters a friendly atmosphere where employees can thrive and provide exceptional service.

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Common Interview Questions for Universal Banker - PT 20 Hr - Orange
Can you describe your experience with client relationships as a Universal Banker?

When answering this question, highlight any specific experiences where you effectively built and maintained client relationships. Discuss how you identified client needs and provided tailored solutions, emphasizing your communication skills.

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How would you handle a difficult client situation?

Talk through a specific experience in which you resolved a conflict or addressed a client’s concern. Focus on your problem-solving approach, empathy, and ability to maintain a positive outcome.

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What strategies would you use to promote digital banking services?

Explain some creative ways you might educate clients about digital services, emphasizing your understanding of their needs and how those services can benefit them. Providing an example of successful outreach can strengthen your response.

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How do you prioritize tasks during busy periods?

Your answer should demonstrate your ability to manage multiple tasks effectively. Share techniques like creating to-do lists or prioritizing urgent client needs while maintaining high service levels.

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What do you think is the most important quality for a Universal Banker?

Discuss the importance of excellent customer service and relationship-building skills. Mention how these qualities can positively impact both the client experience and business success.

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Can you provide an example of a successful sales experience?

Use the STAR method (Situation, Task, Action, Result) to outline a specific sales scenario. Highlight your active listening, product knowledge, and ability to meet client needs successfully.

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How familiar are you with the banking products and services offered by Truist?

Before the interview, research Truist's offerings and discuss your understanding of them. Emphasize your eagerness to learn more and how you can promote these products effectively in your role.

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What motivates you to work in the banking industry?

Share your passion for helping customers manage their finances and how you enjoy building long-term relationships in a community-focused environment. This will showcase your dedication to client service.

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How would you educate a client about a new banking product?

Describe your approach to explaining financial products in simple terms, tailoring your explanations based on the client’s knowledge level, and emphasizing the benefits to them personally.

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

Discuss Truist's values, community involvement, and commitment to employee development. Highlight how these align with your career goals and why you believe this is the right place for you to thrive.

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For our clients: Provide distinctive, secure and successful client experiences through touch and technology. For our teammates: Create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers. Fo...

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DATE POSTED
April 1, 2025

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