Universal Banker- Part Time Peninsula Main
Listed on 2026-02-04
-
Customer Service/HelpDesk
Client Relationship Manager -
Sales
Client Relationship Manager, Financial Sales
Universal Banker – Part Time 20 Hrs. – Peninsula Main
Company: Truist Financial Location: Newport News, VA Employment Type: Full Time Date Posted: 01/13/2026
ESSENTIAL DUTIES AND RESPONSIBILITIES- Provide a distinctive client experience to ensure a consistent service level by engaging clients with a friendly attitude, 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 the 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 specialists.
- Understand and apply Integrated Relationship Management (IRM) principles to seamlessly deliver Truist expertise and solutions for each client’s unique needs.
- Participate fully in all components of Truist Retail Community Bank Leadership Routines.
- Commit to advancing product and service knowledge by attending sales, service and product knowledge meetings, all applicable training classes and web‑based learning.
- Adhere to internal controls, operational procedures and risk management policies. Stay informed of all policy changes 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. Handle volume of work based on branch demands.
- High school diploma or equivalent education.
- 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, including a desire to interact with clients and prospects.
- Ability to master personal computer (PC) keyboard and software skills necessary for branch automation.
- Ability to multi‑task under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
- Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
- 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.
All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts and a 401(k) plan. Eligible teammates also receive at least 10 days of vacation (prorated based on date of hire and full‑time or part‑time status) during the first year of employment, along with 10 sick days (prorated) and paid holidays.
EEOStatement
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. IER Right to Work.
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