Universal Banker - Part Time - Shallowford Road
Listed on 2026-03-06
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Customer Service/HelpDesk
Client Relationship Manager, Bank Customer Service, Banking & Finance
Universal Banker - Part Time 20 hours - Shallowford Road
Company: Truist Financial
Location: Gainesville, GA
Employment Type: Full Time
Date Posted: 02/19/2026
Job Categories: Banking, Finance/Economics, Information Technology
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Regular or TemporaryRegular
Language FluencyEnglish (Required)
Work Shift1st shift (United States of America)
Job DescriptionProvide 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- Provide a distinctive client experience to ensure a consistent service level by engaging clients with a smile, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
- 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. Stay 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.
Required Qualifications
- One year of client relationship building or sales experience
- Knowledge of advanced or complex branch transactions, risk management and loss prevention
- Experience with sourcing and prospecting for new clients and client relationship building
- 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…
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