Universal Banker - Part Time 20hrs - Oglethorpe Mall

Truist Financial Corporation; Savannah (GA); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading financial institution in Savannah seeks a dedicated client service representative. The role focuses on providing exceptional client experiences, managing transactions, and supporting sales initiatives. Ideal candidates will possess strong communication skills and experience in client relationship management. Join a team that values service excellence and offers comprehensive benefits.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Sick Days

Qualifications

• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.

Responsibilities

• Provide timely and efficient completion of client transactions.
• Educate clients on digital, self-service solutions.
• Support sales through outbound calls.

Skills

Interpersonal Skills

Communication Skills

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch Automation Software

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 by engaging clients with courteous conversation, conducting transactions, and uncovering needs. Perform complex transactions with assistance as needed.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their banking experience.
3. Support sales 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 deliver tailored solutions for clients’ needs.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Enhance individual and product knowledge through training and meetings to better serve clients.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy updates.
8. Serve as secondary contact for new account openings and problem resolution, offering products and services accordingly.

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
• Proficiency in PC and branch automation software
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office
• Ability to travel as needed, including temporary assignments or locale changes
• Willingness to work weekends and extended hours

Preferred Qualifications:

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

Benefits: All regular teammates working 20+ hours/week are eligible for benefits, including medical, dental, vision, life insurance, disability, savings accounts, 401k, vacation, sick days, and holidays. Details are available on our Benefits site. Some positions may also be eligible for pension plans, stock units, and deferred compensation plans.

Equal Opportunity Employer: Truist does not discriminate based on race, gender, age, disability, veteran status, or other protected classes. Truist is a Drug-Free Workplace.

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