Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Universal Banker - PT 20 HR - King George image - Rise Careers
Job details

Universal Banker - PT 20 HR - King George

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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

$42500 / YEARLY (est.)
min
max
$35000K
$50000K

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 20 HR - King George, Truist

Join Truist as a Universal Banker in King George, and become an essential part of a team that prioritizes exceptional customer experiences. In this part-time role, you'll be the friendly face that greets clients, helping them understand their financial needs and guiding them through a variety of transactions. Your day will be filled with not only completing transactions accurately and efficiently but also educating clients on the benefits of digital banking solutions. We’re looking for someone who thrives in a collaborative environment and enjoys engaging with clients. You will participate in outbound calling efforts to connect with clients, identify opportunities, and refer them to the appropriate branch specialists. As part of your commitment to continuous development, you’ll attend training sessions to enhance your knowledge of bank products and services. Whether you’re handling complex transactions or assisting with new account openings, your expertise will be crucial in maintaining our service standards. If you have a high school diploma and some client service experience, along with excellent communication skills, you could be the perfect fit. Plus, our generous benefits and supportive workplace culture make Truist an inviting place to work. Ready to help clients on their financial journeys? Apply today to help make banking easier for our community in King George!

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

As a Universal Banker at Truist, your primary responsibilities include processing client transactions efficiently, engaging with customers to identify and understand their financial needs, and educating them about digital banking tools. Additionally, you'll participate in client outreach efforts through outbound calls, work on new account openings, and support sales and service activities in the branch, ensuring every client receives a distinctive experience.

Join Rise to see the full answer
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 a high school diploma or equivalent, and at least two years of teller or cash handling experience. Experience in client relationship building or sales for six months is also preferred. Excellent interpersonal and communication skills are essential to engage effectively with clients and provide exceptional service.

Join Rise to see the full answer
How does Truist support the professional development of Universal Bankers?

Truist is committed to the professional development of its Universal Bankers by providing ample training opportunities. This includes sales and service training, product knowledge meetings, and web-based learning sessions that enhance your skills and product expertise, enabling you to better serve clients and advance in your career.

Join Rise to see the full answer
What does the work schedule look like for a part-time Universal Banker at Truist?

The work schedule for a part-time Universal Banker at Truist typically involves first shift hours during the week, and you may also need to work weekends or extended hours based on branch demands. Flexibility in your availability could be beneficial, especially as the position may require temporary assignments or travel.

Join Rise to see the full answer
What benefits does Truist offer to part-time Universal Bankers?

Truist offers a comprehensive benefits package for part-time Universal Bankers working 20 hours or more per week. This includes medical, dental, and vision insurance, a 401k plan, vacation days, paid sick leave, and paid holidays. The exact benefits may vary, but Truist is dedicated to supporting its team members' overall well-being.

Join Rise to see the full answer
Common Interview Questions for Universal Banker - PT 20 HR - King George
Can you describe your experience with customer service as a Universal Banker?

When answering this question, emphasize specific examples of how you have engaged with clients, resolved issues, and fulfilled their needs in your previous roles. Share anecdotes that illustrate your ability to provide exceptional service and build customer relationships.

Join Rise to see the full answer
How do you handle difficult customer situations?

When discussing this, focus on your problem-solving skills and ability to stay calm under pressure. Share an example of a difficult situation and outline the steps you took to resolve it while maintaining professionalism and empathy.

Join Rise to see the full answer
What strategies do you use to quickly learn new bank products and services?

Discuss your willingness to engage in ongoing training and resources provided by the bank. Mention how you might create a system for personal notes and practice scenarios to ensure you fully understand the products and can effectively communicate their benefits to clients.

Join Rise to see the full answer
How would you educate a client unsure about using online banking?

In your response, outline a patient approach in which you walk the client through the benefits and functionalities of online banking. Encourage them by offering personal assistance during their first login or by directing them to helpful resources.

Join Rise to see the full answer
What role does teamwork play in your success as a Universal Banker?

Highlight the importance of collaboration in achieving branch goals. Provide examples of how you have successfully worked with team members to ensure cohesive service delivery and a positive client experience.

Join Rise to see the full answer
Describe how you prioritize tasks in a busy banking environment.

Explain your approach to managing multiple responsibilities by prioritizing tasks based on urgency and client needs. Mention any systems or methods you use to stay organized while maintaining service quality.

Join Rise to see the full answer
What motivates you to excel in a banking environment?

Share your passion for helping clients achieve their financial goals and how that drives your performance. Discuss any professional growth aspirations that motivate you to continually improve your skills.

Join Rise to see the full answer
How do you ensure compliance with banking policies and regulations?

Detail your understanding of compliance and risk management, mentioning any past experiences where you adapted to new regulations and maintained accurate records. Emphasize the significance of adhering to procedures to ensure customer safety and trust.

Join Rise to see the full answer
How would you approach outbound calling to clients?

Discuss a structured plan that includes researching client needs, being prepared with offers, and maintaining a friendly tone. Highlight your ability to openly communicate and build rapport during these interactions to ensure a positive experience.

Join Rise to see the full answer
What are your thoughts on digital banking solutions, and how would you promote them?

Share your enthusiasm for digital banking advancements and how they can benefit clients. Explain how you would educate clients about these tools by outlining their features and providing hands-on demonstrations to ease any apprehensions.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted yesterday

A vital role awaits at the Diocese of Orlando as an Accounting Assistant, where you will support financial operations and contribute to the community.

Seeking a dynamic Sr. Director of Accounting & Special Projects to enhance operational efficiency and lead a high-performing finance team at KnipperHEALTH.

Birdman Remote No location specified
Posted 4 days ago

Join Birdman as an Order to Cash Analyst where you will enhance supply chain operations and customer satisfaction in a remote setting.

Photo of the Rise User
Posted 7 days ago

Seeking a dedicated Bookkeeper to join Interstate, a growing company focused on creating healthy environments across various industries.

Photo of the Rise User
Janus of Santa Cruz Remote Santa Cruz, California, United States
Posted 4 days ago

Elevate your career by joining Janus as a Revenue Recovery Specialist, where your expertise will support vital community health services.

Photo of the Rise User

Lead cost accounting and financial strategy at Johanna Foods, a leader in food manufacturing, by driving accuracy and efficiency across operations.

Photo of the Rise User
Robert Half Hybrid Farmington, CT
Posted 2 days ago
Posted 12 days ago

We are seeking an IT Audit Associate to support audit engagements, ensuring IT controls are effective and well-documented.

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...

114 jobs
MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Part-time, on-site
DATE POSTED
April 1, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Cincinnati just viewed Data Analyst (Contact Center-Hybrid) at Dow Jones
Photo of the Rise User
Someone from OH, Delaware just viewed Practice Group Manager at LifeStance Health
Photo of the Rise User
Someone from OH, Youngstown just viewed Event Services Human Resources Coordinator at Allied Universal
Photo of the Rise User
Someone from OH, Columbus just viewed IP Network Engineering Intern - Summer 2025 at Bandwidth
Photo of the Rise User
Someone from OH, Cleveland just viewed Director, Education Programs & Partnerships at Encoura
Photo of the Rise User
Someone from OH, Cleveland just viewed Operations Associate (Part-Time) - Pinecrest at Alo Yoga
Photo of the Rise User
Someone from OH, Dayton just viewed Medical Receptionist at LifeStance Health
Photo of the Rise User
Someone from OH, Coldwater just viewed Engineering Design Checker Jobs at Lockheed Martin
Photo of the Rise User
Someone from OH, Loveland just viewed SEO Admin & Business Support at Outliant
Photo of the Rise User
18 people applied to Accountant Intern at Embroker
Photo of the Rise User
Someone from OH, Columbus just viewed Casting: Cedar Lake - Pilot Episode at Backstage
Photo of the Rise User
Someone from OH, Mount Orab just viewed Software Development Manager at Assured Guaranty
H
Someone from OH, Mansfield just viewed Medical Appointment Setter (Remote LatAm) at HireHawk
Photo of the Rise User
Someone from OH, Lewis Center just viewed Third Party Risk Analyst at Experian
Photo of the Rise User
Someone from OH, Columbus just viewed Lead Preschool Teacher at Guidepost Montessori
A
Someone from OH, Cincinnati just viewed Global Supply Manager - Taiwan at Also
Photo of the Rise User
Someone from OH, Cincinnati just viewed Global Supply Manager (Raptor Machining) at SpaceX
Photo of the Rise User
Someone from OH, Reynoldsburg just viewed Summer 2025 Financial Services Internship at Nationwide