Association Services Client Services Representative

4 weeks ago

Saint Petersburg, United States Truist Bank Full time

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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**:
**Essential Duties and Responsibilities**

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research).

Provide support to the Association Services Relationship Sales Managers and management team.

Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture).

Serve as a mentor to less experienced teammates.

Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank’s complaint monitoring process.

Ensure confidentiality of client information and minimize risk by following Bank’s authentication process,

Code of Ethics and other related policies. Maintain ethical behavior at all times.

**Qualifications**

**_ Required Qualifications:_**

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High School diploma or equivalent

Three (3) years of client service and operational experience in financial industry

Strong verbal and written communication skills

Detailed-oriented with the ability to multi-task

Effective listening and problem-solving skills

Proven interpersonal relationship characteristics

**_ Preferred Qualifications:_**

Associate’s degree

Bilingual

**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 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 Pay Transparency Nondiscrimination Provision E-Verify

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