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Universal Banker - PT 20 HR - Janaf

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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 - Janaf, Truist

Are you looking to make a real impact in the banking sector while working part-time? Join Truist as a Universal Banker in Norfolk, Virginia, and be part of a team that's dedicated to enhancing clients' banking experiences! As a Universal Banker, you’ll handle a variety of transactions, all while providing exceptional service that strengthens client relationships. Your day will include everything from assisting clients with their account inquiries to educating them about our digital banking solutions, such as online banking and mobile apps. You’ll collaborate with your team on outbound calling activities to provide tailored solutions for clients, ensuring their financial needs are met effectively. Emphasis is placed on building strong relationships, understanding clients' needs, and delivering outstanding service to keep their banking experience seamless. You’ll also participate in training sessions to expand your knowledge of products and services so you can better assist clients. With a high school diploma, and preferably two years of experience in client service or cash handling, you’re ready for this dynamic role. Join us and start making a difference today with a company that values community involvement and employee well-being. Apply now to discover a rewarding career with great benefits and endless opportunities for growth at Truist!

Frequently Asked Questions (FAQs) for Universal Banker - PT 20 HR - Janaf Role at Truist
What responsibilities does a Universal Banker at Truist in Norfolk, Virginia have?

A Universal Banker at Truist in Norfolk, Virginia is responsible for providing a distinctive client experience by engaging with clients, facilitating transactions, and uncovering their needs. Essential duties include educating clients about digital banking solutions, supporting team sales processes, and upholding branch operational procedures while ensuring compliance with policies.

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What qualifications are needed to become a Universal Banker at Truist?

To become a Universal Banker at Truist, candidates should possess at least a high school diploma and two years of experience in client service or cash handling. Additionally, six months of experience in client relationship building or sales is preferred, along with excellent interpersonal skills and the ability to multitask efficiently.

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What kind of training does a Universal Banker at Truist receive?

Universal Bankers at Truist undergo extensive training that covers product knowledge, sales techniques, and customer service excellence. They participate in regular training sessions and web-based learning to stay updated on the latest banking solutions to serve clients effectively.

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How does Truist support work-life balance for Universal Bankers?

Truist offers part-time Universal Bankers flexible schedules, including 20 hours per week and opportunities for weekend shifts. Employees are also encouraged to manage their time effectively and enjoy comprehensive benefits, including paid vacation and sick days.

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What are the growth opportunities for Universal Bankers at Truist?

Truist is committed to employee growth, and Universal Bankers have access to numerous pathways for advancement within the company. They can enhance their skills, move into leadership roles, and explore different areas of the bank depending on their interests and performance.

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Common Interview Questions for Universal Banker - PT 20 HR - Janaf
How do you ensure a positive client experience as a Universal Banker?

To ensure a positive client experience, I focus on engaging clients with a friendly demeanor, actively listening to their needs, and providing tailored solutions. I believe in creating a welcoming environment where clients feel valued and understood, which helps build long-term relationships.

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Can you explain a complex banking transaction you handled and how you managed it?

In a previous role, I assisted a client with a complex loan application. I ensured I fully understood their financial situation first and guided them step-by-step through the process. I maintained clear communication throughout and followed up until the transaction was completed successfully.

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What strategies would you use for client outreach as a Universal Banker?

For client outreach, I would utilize follow-up calls to check on clients' banking needs, listen for potential referrals, and offer new services. Building rapport through personalized interactions is key to identifying their evolving financial goals.

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How do you stay organized when handling multiple transactions?

I prioritize tasks depending on urgency and complexity, streamlining transactions through proper record-keeping. Utilizing available digital tools to track client interactions also helps me stay organized and efficient in managing my workload.

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Describe a time you had to resolve a client issue. What was the outcome?

A client once approached me regarding an error in their account balance. I calmly listened to their concern, investigated the issue, and resolved it within the hour by correcting the error and explaining the changes clearly. The client appreciated the prompt resolution and felt valued.

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What do you know about Truist's approach to community engagement?

Truist values community engagement through various initiatives aimed at enhancing financial literacy and supporting local organizations. The bank actively participates in community events and encourages employees to contribute to local causes.

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How do you handle stress in a busy banking environment?

I handle stress by maintaining a positive attitude and focusing on the tasks at hand. Utilizing time management techniques, like prioritizing urgent client needs while remaining calm during peak times, ensures I maintain high service standards even under pressure.

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What motivates you to work in the banking industry?

I am motivated by the opportunity to help clients achieve their financial goals and create a positive impact in their lives. Working in banking allows me to combine my passion for finance with relationship-building, making every day rewarding.

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Do you have experience with digital banking solutions?

Yes, I have experience with various digital banking platforms, including mobile banking apps and online transaction systems. I enjoy educating clients on how to leverage these tools to enhance their banking experience and streamline their financial management.

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Why do you want to work for Truist?

I admire Truist's commitment to community service and client-focused banking solutions. The opportunity for professional growth and development aligns perfectly with my career goals, and I am excited about being part of a team that embodies these values.

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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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April 1, 2025

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