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Universal Banker - PT 30 HR - Teays Valley

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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

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Universal Banker - PT 30 HR - Teays Valley, Truist

Are you looking for an exciting opportunity to make a difference in the financial world? Join Truist Financial Corporation as a Universal Banker in Teays Valley, where your role will be all about providing exceptional service to our clients. In this part-time position, you’ll engage with customers face-to-face, helping them carry out transactions, answering their queries, and educating them on digital banking solutions. You’ll be the friendly face they turn to for assistance while mastering your skills in client relationship building and sales. Each day will bring varied tasks, from conducting transactions to supporting outbound sales calls, ensuring you’re instrumental in helping our clients meet their financial needs. You will be trained to handle diverse responsibilities like new account openings and problem resolutions, making your job both dynamic and rewarding. If you possess great communication skills, a passion for helping others, and at least two years of relevant experience, we’d love for you to join our team! Not only will you grow in your professional journey, but you’ll also enjoy benefits such as medical, dental, and vacation time, all while working in a supportive and engaging environment. Apply today and embark on a career path that’s filled with opportunities and personal development at Truist!

Frequently Asked Questions (FAQs) for Universal Banker - PT 30 HR - Teays Valley Role at Truist
What are the essential responsibilities of a Universal Banker at Truist Financial Corporation?

As a Universal Banker at Truist Financial Corporation, you'll be responsible for completing client transactions efficiently, maintaining accurate records, and delivering top-notch service. You'll also educate clients on the bank's digital resources and assist with sales processes through outreach and client engagement.

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

To qualify for the Universal Banker position at Truist, you need a high school diploma or equivalent, at least two years of teller or cash handling experience, and strong communication skills. An understanding of client relationship building or sales is essential to succeed in this role.

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How does enhanced client service play a role in the Universal Banker role at Truist?

Enhanced client service is at the heart of the Universal Banker role at Truist. You'll be engaging clients with friendly conversations, helping them with complex transactions, and ensuring a consistent service level that promotes customer loyalty and satisfaction.

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Is there training available for Universal Bankers at Truist?

Yes, Truist provides training for Universal Bankers, focusing on product knowledge, sales techniques, and customer service skills. Continuous learning is encouraged to ensure you are equipped to meet clients' unique financial needs effectively.

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What kind of growth opportunities exist for Universal Bankers at Truist?

At Truist Financial Corporation, Universal Bankers have numerous growth opportunities, including the potential for advancement within the bank, access to training programs, and a chance to develop skills in different areas of banking, enhancing your career progression.

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Common Interview Questions for Universal Banker - PT 30 HR - Teays Valley
Can you describe your experience with customer service in the role of a Universal Banker?

When addressing this question, emphasize your direct customer service experience, showcasing examples of how you engage with clients, handle inquiries, and resolve issues effectively to offer outstanding service, ensuring their satisfaction.

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How would you handle a difficult customer as a Universal Banker at Truist?

Illustrate your conflict resolution skills by discussing a situation where you turned a negative interaction into a positive one. Explain your approach in listening actively, understanding the customer's issue, and finding a suitable solution that satisfies their needs.

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What strategies would you use to educate clients on digital banking solutions?

Discuss your knowledge of digital banking tools and your ability to convey complex information in easy-to-understand terms. Emphasize your willingness to guide clients through these platforms to enhance their banking experiences.

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

Your answer should reflect your admiration for Truist’s commitment to client service and community involvement, as well as your desire to grow professionally in a supportive environment that values teamwork and personal development.

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How do you prioritize tasks when handling multiple clients in a busy environment?

Explain your time management skills and your systematic approach to prioritizing tasks. Detail how you assess urgent client needs and balance them with your responsibilities to ensure timely and efficient service.

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What role does teamwork play in the Universal Banker position?

Highlight the importance of teamwork in a banking environment, specifically how collaboration among team members enhances client service and ensures all clients' needs are met promptly and effectively.

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Describe a time you successfully met sales goals or targets.

Share specifics of your past achievements in sales, outlining the strategies you employed, the challenges you faced, and how your efforts contributed positively to your previous employer's goals.

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How do you keep updated with bank regulations and policies?

Discuss your proactive approach to continuing education, whether through attending training sessions, reviewing company communications, or staying informed about new regulations in the banking industry.

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What do you believe makes a successful Universal Banker?

Articulate your understanding of the key skills required, such as excellent communication, a strong grasp of banking products, a focus on customer satisfaction, and the ability to adapt to different client needs and situations.

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Can you share an example of how you built a strong customer relationship?

Provide a narrative that illustrates your ability to foster customer loyalty through personalized service, trust, and engagement, showcasing the long-term value of cultivating meaningful client relationships.

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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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