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Universal Banker - PT 20 HR - South Boston

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.

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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 - South Boston, Truist

Are you looking for an exciting part-time opportunity to join a dynamic team in South Boston? Look no further than the Universal Banker position at Truist! In this role, you'll be the friendly face of the bank, ensuring clients enjoy a seamless banking experience. Your key responsibilities will include processing transactions efficiently while maintaining thorough record accuracy, and educating clients on digital banking solutions. You will play an essential role in identifying client needs and supporting our sales processes through outbound communication. As a Universal Banker, you'll be cross-trained and engaged in various tasks, from assisting in account openings to providing excellent customer service. We're looking for someone with a high school diploma, two years of experience in client service or cash handling, and a knack for building relationships. Your interpersonal skills will shine as you interact with clients, helping them navigate their financial journeys. In return, Truist offers a welcoming work environment, opportunities for professional development, and a benefits package that includes medical and 401k options. Join us at Truist and make a positive impact in the South Boston community while enjoying a fulfilling career as a Universal Banker!

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

As a Universal Banker at Truist, you will be responsible for providing exceptional client service by processing transactions accurately and efficiently. You'll engage with clients to understand their financial needs and educate them on using digital banking tools. Additionally, you will support the team in sales outreach efforts and contribute to a cohesive workplace by participating in various banking operations.

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What qualifications do I need for the Universal Banker position at Truist?

To be considered for the Universal Banker role at Truist, you need a high school diploma or equivalent education. You should possess at least two years of experience in client service or cash handling, along with six months of client relationship building or sales experience. Strong communication skills and the ability to multitask under time constraints are also essential.

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How does Truist support its Universal Bankers' success?

Truist is committed to supporting its Universal Bankers through ongoing training and development. This includes participation in sales and service meetings and access to web-based learning aimed at enhancing your product knowledge and customer service skills, ensuring you’re equipped to meet clients' diverse needs effectively.

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What can I expect regarding work hours for the Universal Banker position at Truist?

The Universal Banker role at Truist typically requires a commitment of 20 hours per week, which may include weekends and extended hours as necessary. Flexibility may be required to accommodate staffing needs, including temporary assignments to different locations.

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

Truist offers a competitive benefits package for part-time Universal Bankers working 20 hours or more per week. Benefits may include medical, dental, and vision insurance, a 401k plan, paid vacation, and sick days, providing a comprehensive support system for your health and well-being.

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Common Interview Questions for Universal Banker - PT 20 HR - South Boston
Can you describe your previous experience with customer service?

In responding to this question, you should highlight specific instances where you successfully handled customer inquiries or resolved issues. Mention any metrics related to customer satisfaction and ensure you emphasize your communication skills and ability to empathize with clients.

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How do you prioritize tasks when managing multiple client requests?

Talk about your approach to time management and any tools you use to organize tasks. Provide examples of situations where you've successfully managed competing demands while maintaining high service quality, demonstrating your ability to multitask effectively.

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What digital banking tools are you familiar with?

It’s important to be knowledgeable about various digital banking tools, so mention any specific platforms or technologies you’ve worked with. Discuss how you have educated clients on these tools in the past and how comfortable you are with adapting to new technologies.

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How would you handle a difficult customer situation?

Provide a structured example illustrating a challenging situation with a customer and how you resolved it. Emphasize your communication skills, patience, and commitment to finding a solution that leaves the customer satisfied.

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What motivates you in a banking environment?

Share your passion for helping clients achieve their financial goals and improving customer experiences. Discuss how you find joy in connecting with clients and making a positive impact on their lives, which aligns with Truist's values.

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How do you ensure accuracy in your transactions?

Discuss your attention to detail and the specific checks you perform to ensure accuracy in every transaction. Providing examples of your experience with cash handling or record-keeping can strengthen your response.

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Describe a time when you successfully worked as part of a team.

Use the STAR method (Situation, Task, Action, Result) to highlight an instance where collaboration led to a successful outcome. Discuss your role in the team and your contributions toward achieving common goals.

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What strategies would you use to identify a client's needs?

Talk about your approach to active listening, observation, and asking insightful questions to uncover client needs. Providing specific examples of how you've engaged with clients to understand their requirements can make your response more impactful.

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How do you stay updated with bank policies and regulations?

Mention tools or resources you use to keep abreast of changing banking regulations, as well as your commitment to continuous learning. This shows your dedication to compliance and maintaining a high standard of service.

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

Express your appreciation for Truist's commitment to community, diversity, and employee development. Share your alignment with their values and how the role fits into your career aspirations.

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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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