Client Service Specialist

1 week ago

Cookeville, Tennessee, United States Truist Financial Corporation Full time

Position Overview:

This role involves handling incoming inquiries for both standard and intricate matters related to products, processes, systems, or policies for both new and existing clients.

Key Responsibilities:

  1. Deliver exceptional, personalized service to all clients by establishing rapport and providing prompt solutions or alternatives.
  2. Assist clients with inquiries and resolve issues in a professional and composed manner.
  3. Identify opportunities for banking solutions based on clients' expressed and unexpressed needs, which may include changing account types, opening new accounts, or refinancing existing loans.
  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, demonstrating effective time management skills and meticulous attention to detail.
  7. Support various client segments, including Consumer, Small Business, and Private Wealth Clients, with a range of products such as Digital Services, Credit and Debit Cards, Mortgages, and Retirement accounts.

Qualifications:

Required:

  1. High School diploma or equivalent education and related experience.
  2. At least 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: The hiring process may include digital interviews and onboarding to ensure safety and convenience for all candidates.

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