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Universal Banker - PT 20 HR - Tanglewood Mall

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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

$37500 / YEARLY (est.)
min
max
$30000K
$45000K

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What You Should Know About Universal Banker - PT 20 HR - Tanglewood Mall, Truist

If you're looking for a part-time opportunity that will allow you to make a real difference in the lives of clients, consider joining Truist as a Universal Banker at Tanglewood Mall in Roanoke, Virginia! In this customer-facing role, you'll be the friendly face that customers turn to for help with their banking needs. With a focus on providing top-notch service, you'll complete client transactions, assist with digital banking tools, and provide personalized solutions to enhance their banking experience. You'll also cross train with sales activities, making outbound calls to connect with clients and uncover any opportunities they may have. Your strong communication skills will come in handy as you engage clients in thoughtful conversations, understanding their financial needs and offering them the best services available. Not only will you get to work with a great team, but you'll also be supported with ongoing training to enhance your knowledge and skills in banking products and customer service. If you enjoy helping others and thrive in a dynamic environment, this Universal Banker position at Truist could be perfect for you. Join us in creating a distinctive client experience each day, while growing your career at the same time!

Frequently Asked Questions (FAQs) for Universal Banker - PT 20 HR - Tanglewood Mall Role at Truist
What are the responsibilities of a Universal Banker at Truist?

As a Universal Banker at Truist, your role entails providing exceptional service by facilitating timely and accurate client transactions, educating clients on self-service banking solutions, and participating in sales activities through outbound calls. You'll assist clients in identifying their financial needs and ensure they receive personalized service tailored to their requirements.

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What qualifications are needed for the Universal Banker position at Truist?

To qualify for the Universal Banker position at Truist, candidates should possess a high school diploma or equivalent, along with two years of experience in teller or cash handling roles. Additionally, at least six months of experience in building client relationships or sales is preferred, and effective communication skills are essential for success in this role.

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What does the training process look like for a Universal Banker at Truist?

At Truist, new Universal Bankers will undergo comprehensive training designed to advance their product knowledge and customer service skills. This includes attending meetings, training classes, and participating in web-based learning where you'll receive valuable insights about banking operations and how to best serve clients.

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Are there opportunities for advancement in the Universal Banker role at Truist?

Absolutely! Truist values the growth of their employees and provides numerous opportunities for advancement within the Universal Banker role. With ongoing training and a commitment to professional development, there are pathways to move into higher roles within the banking sector.

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What is the work schedule for a part-time Universal Banker at Truist?

The work schedule for a part-time Universal Banker at Truist typically involves 20 hours per week, predominantly during the first shift. However, candidates should be flexible as the role may require working weekends or extended hours to accommodate branch demands.

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Common Interview Questions for Universal Banker - PT 20 HR - Tanglewood Mall
Can you describe your experience with customer service as a Universal Banker?

When answering this question, focus on specific instances where you've successfully assisted clients or improved their experience. Highlight your skills in communication and problem-solving, demonstrating how these have directly contributed to client satisfaction.

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How do you handle difficult customers in a banking environment?

Addressing difficult customers requires professionalism and patience. Share a concrete example where you successfully managed a challenging situation, emphasizing the techniques you used to resolve the issue and ensure customer satisfaction.

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What strategies would you employ to assist clients in understanding digital banking tools?

Discuss your ability to educate clients through demonstrations and personalized guidance. Highlight the importance of patience and ensuring comprehension, mentioning any specific tools you are familiar with that can simplify the banking process for clients.

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What techniques do you use to identify clients' needs during an interaction?

Describe your approach to active listening and asking open-ended questions to uncover a client's underlying financial needs. Share an example of how this approach led to a successful resolution or upsell.

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How do you stay informed about changes in banking policies and procedures?

Talk about your commitment to continuous learning, including attending training sessions and reading internal communications. Emphasize the significance of staying up-to-date to maintain compliance and provide the best service possible.

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What methods do you use to prioritize tasks in a busy banking environment?

Discuss your organizational skills and ability to assess the urgency of tasks. Explain how you manage time effectively, possibly by creating a priority list and using it to guide your work throughout the day.

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Describe a time when you exceeded a client’s expectations.

Share a specific example where you went above and beyond to help a client. Emphasize the actions you took that led to a positive experience and the impact it made on the client relationship.

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What motivates you to work in the banking industry?

Express your passion for helping individuals and businesses achieve their financial goals. Discuss how working as a Universal Banker allows you to make meaningful contributions to clients' lives, enhancing their banking experience.

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How would you promote Unity within your team while serving clients?

Illustrate your understanding of teamwork in a bank setting. Provide examples of how collaboration and communication amongst team members contribute to improved client experiences, highlighting your own role in fostering a positive environment.

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What do you think is the most important aspect of the Universal Banker role?

Share your thoughts on the significance of client relationships and providing exemplary service. You might mention how understanding clients’ financial needs in detail can lead to effective solutions and long-term partnerships.

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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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Part-time, on-site
DATE POSTED
April 1, 2025

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