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Client Service Representative

2 months ago

Cookeville, Tennessee, United States Truist Financial Corporation Full time

Position Overview:

The role involves managing incoming communications for both standard and intricate inquiries related to products, processes, systems, or policies for both new and existing clientele.

Key Responsibilities:

  1. Deliver exceptional, tailored service to all clients by establishing rapport and providing prompt solutions or alternatives.
  2. Assist clients with inquiries and problem resolution in a professional and composed manner.
  3. Identify opportunities for banking solutions based on clients' expressed and unexpressed needs, which may include account modifications, new account openings, credit card services, and loan referrals.
  4. Educate clients on self-service options available through various technologies to enhance their banking experience.
  5. Adhere to established policies, procedures, guidelines, regulations, and laws to safeguard both clients and the organization from unnecessary risks.
  6. Maintain a structured daily schedule that requires effective time management skills and meticulous attention to detail.
  7. Support various client segments, including Consumer, Small Business, and Private Wealth Clients, with products such as Digital Services, Credit and Debit Cards, Mortgages, Loans, and Retirement accounts.

Qualifications:

Required:

  1. High School diploma or equivalent education and related experience.
  2. One year of experience in client servicing roles (call center, retail, hospitality, medical, etc.).
  3. Proficiency in computer applications (Windows, MS Office, etc.), along with strong technical, interpersonal, and problem-solving skills.
  4. Excellent written and verbal communication skills, including grammar and spelling.
  5. Compliance with regulatory requirements for the position.

Preferred:

  1. Experience in referring products and solutions to clients.
  2. Background in a call center or fast-paced work environment.
  3. Some college education or degree.

Diversity and Inclusion:

Truist is committed to fostering a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.

Note: We are adapting our hiring processes to ensure safety and efficiency, utilizing technology for interviews and onboarding where applicable.