Banking Advisor: Client Outreach & Digital Solutions

Truist; Virginia Beach (VA); On-site; USD 30,000 - 34,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision

401(k) plan

Paid vacation

Paid holidays

Job summary

Truist is seeking a Part Time Universal Banker in Virginia Beach to provide timely client service, conduct transactions, and support sales through outbound calls. The role emphasizes IRM delivery, digital tools education, and adherence to controls, with scheduling that may include weekends and extended hours.

This position offers a pathway to develop product knowledge across consumer and business services, joining a team dedicated to superior customer experiences and branch collaboration.

Qualifications

• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• 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.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• 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.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• 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.
• 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.
• 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.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Education

High school diploma or equivalent

Job description

Truist is seeking a Part Time Universal Banker in Virginia Beach to provide timely client service, conduct transactions, and support sales through outbound calls. The role emphasizes IRM delivery, digital tools education, and adherence to controls, with scheduling that may include weekends and extended hours.

This position offers a pathway to develop product knowledge across consumer and business services, joining a team dedicated to superior customer experiences and branch collaboration.