Part Time Universal Banker - 20 Hours - Albemarle Commons *Saturday Required*

The National Urban League, Inc.

Charlotte (NC)

Presencial

USD 32.000 - 42.000

Jornada completa

Hace 8 días

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Ventajas ofrecidas por este puesto de trabajo

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid vacation
Paid holidays
Sick days
Pension plan

Descripción de la vacante

Truist Financial Corporation in Charlotte, NC seeks a Regular full-time Teller/Client Services Associate to provide timely and accurate client transactions, maintain precise records, and safeguard all monies. You will educate clients on digital banking, assist with outbound calls, support Integrated Relationship Management (IRM), and participate in leadership routines to drive service quality.

Candidates should have a high school diploma, cash handling or teller experience, strong communication

Formación

  • High school diploma or equivalent required.
  • Two years teller or cash handling or client service experience preferred.
  • Six months of client relationship building or sales experience.
  • Excellent interpersonal and communication skills.
  • Ability to master PC keyboard and software for branch automation.
  • Ability to multi-task under time constraints.
  • Proficiency in basic computer applications (Microsoft Office).
  • Ability to travel to accommodate temporary staffing needs and locale changes.
  • Ability to work weekends and/or extended hours; some travel and overnights may be required.

Responsabilidades

  • Provide a distinctive client experience by engaging clients with courteous conversation and handling transactions with accuracy.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • Support sales by outbound client outreach, identifying needs, and referring to branch team members or specialists.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in all components of the Retail Community Bank Leadership routines.
  • Attend training and meetings to advance product knowledge for serving consumer and business clients.
  • Adhere to internal controls and risk management policies and stay informed of policy changes.
  • Serve as secondary contact for new account openings and problem resolution, handling workflow based on branch demands.

Conocimientos

Customer service
Cash handling
Sales experience
Communication
PC skills
Multi-tasking
Microsoft Office
Travel ability
Weekend hours

Educación

High school diploma or equivalent

Herramientas

Banking software

Descripción del empleo

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
  • 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:
  • 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:
  • 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.
  • 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 E-Verify IER Right to Work

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