Part Time Universal Banker - 20 hours - Mayfair Plaza

Truist Financial Corporation; Cary (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player seeks a dedicated Client Service Representative to deliver exceptional client experiences. In this role, you will engage with clients, assist with financial transactions, and educate them on digital banking solutions. Your contributions will be vital in supporting sales activities and enhancing client relationships. This position offers a pathway to develop your skills in a dynamic environment, with opportunities for growth and advancement. Join a team that values your efforts and provides comprehensive benefits, ensuring a rewarding career in the financial services sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401k Plan

Paid Vacation

Sick Days

Holidays

Qualifications

• High school diploma or equivalent required.
• Two years of teller or cash handling experience preferred.

Responsibilities

• Provide timely and efficient completion of client transactions.
• Educate clients on digital banking solutions.
• Support team sales through client outreach.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

PC Software Proficiency

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office

Job description

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 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 focus on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities

1. Provide a distinctive client experience to ensure consistent service by engaging clients with smiling, facilitating courteous conversation, conducting transactions, and uncovering needs. Perform complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
3. Support team sales by participating in client outreach through outbound calls, checking for client offers, and identifying needs or opportunities, referring clients to appropriate team members or specialists.
4. Understand the importance of IRM to seamlessly deliver Truist expertise and solutions for clients’ needs.
5. Participate in all components of the Truist Retail Community Bank Leadership Routines.
6. Advance individual and product knowledge through attending meetings, training classes, and web-based learning.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Serve as secondary contact for new account openings and problem resolution, offering products and services, handling a proportionate volume of work based on branch demands.

Qualifications

Required Qualifications:

• High school diploma or equivalent
• Two years of teller or cash handling or client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Ability to master PC keyboard and software skills for branch automation
• Ability to multi-task under time constraints
• Proficiency in basic computer applications like Microsoft Office
• Ability to travel for temporary staffing needs
• Availability to work weekends and extended hours with occasional travel and overnights

Preferred Qualifications:

• One year of client relationship building or sales experience
• Knowledge of complex branch transactions, risk management, and loss prevention
• Experience sourcing and prospecting for new clients
• Understanding of bank operations, policies, and procedures

Benefits

All regular teammates working 20 hours or more are eligible for benefits, including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401k plan. They also receive paid vacation, sick days, and holidays. For more details, visit our Benefits site. Benefits may vary by division and position, including pension plans, stock options, and deferred compensation.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.

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