Client Service Representative II
5 days ago
Job Summary: We are seeking a highly skilled Client Service Representative II - Association Services to join our team at Truist Financial Corporation. As a Client Service Representative II - Association Services, you will be responsible for providing exceptional client service and support to external clients and internal business units.
Key Responsibilities:
- Provide the perfect client experience to external clients and internal business units.
- Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment.
- Assist with general banking inquiries, processing of financial service requests, and provide client problem resolution while adhering to Bank policies and procedures.
- Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.
- Process a high volume of service requests according to ASD procedures and processes.
- Provide support to the Association Services Relationship Sales Managers and management team.
- Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault, and PLUS applications to assist with client inquires.
- Serve as a mentor to less experienced teammates.
- Professionally and independently address client complaints and offer solutions.
- Ensure confidentiality of client information and minimize risk by following Banks authentication process, Code of Ethics, and other related policies.
Requirements:
- High School diploma or equivalent.
- Three (3) years of client service and operational experience.
- Strong verbal and written communication skills.
- Detailed-oriented with the ability to multi-task.
- Effective listening and problem-solving skills.
- Demonstrated proficiency in basic computer applications such as Microsoft Office, Word.
- Proven interpersonal relationship characteristics.
Preferred Qualifications:
- Associates degree.
- Bilingual.
- Strong Data Entry skills.
- Advanced in Excel and other Microsoft applications.
- Working knowledge of banking operations.
-
Clearwater, United States Truist Financial Corporation Full timeCompany Overview:Truist Financial Corporation stands as a leading financial institution in the nation, resulting from the significant merger of BB&T and SunTrust. We are dedicated to fostering a diverse workforce and ensuring equal opportunities for all individuals.Position Title: Association Services Client Service Representative IIDeliver outstanding...
-
Clearwater, United States Truist Financial Corporation Full timeCompany Overview:Truist Financial Corporation stands as a leading financial institution in the nation, resulting from the significant merger of BB&T and SunTrust. Our commitment to fostering a diverse workforce and ensuring equal opportunities is unwavering as we transition to the Truist brand.Job Title: Association Services Client Service Representative...
-
Clearwater, United States Truist Financial Corporation Full timeCompany Overview:Truist Financial Corporation stands as a leading financial institution in the United States, resulting from the significant merger of BB&T and SunTrust. Our commitment lies in fostering a diverse workforce and ensuring equal opportunities for all individuals, free from discrimination.Position Title: Association Services Client Service...
-
Clearwater, United States Marsh & McLennan Companies Full timeAbout the RoleWe are seeking a highly skilled Business Insurance Client Service Representative to join our team at Marsh McLennan Agency-Bouchard Region. As a key member of our client service team, you will be responsible for providing exceptional technical and service support to our account managers and clients.Key ResponsibilitiesPrepare renewal reviews...
-
Client Service Specialist
2 weeks ago
Clearwater, Florida, United States Mark Forgas - State Farm Agent Full timePosition OverviewMark Forgas - State Farm Agent is in search of dedicated Customer Relations Representatives to engage directly with clients in a service-focused capacity.Key ResponsibilitiesBuild and nurture strong relationships with customers.Deliver friendly and precise customer support.Guide clients through various insurance options and...
-
Client Service Specialist
2 weeks ago
Clearwater, Florida, United States Mark Forgas - State Farm Agent Full timePosition OverviewMark Forgas - State Farm Agent is on the lookout for dedicated Customer Relations Representatives to engage directly with clients in a service-focused capacity.Key ResponsibilitiesBuild and nurture strong customer relationships.Deliver friendly and precise customer support.Guide clients through various insurance options.The ideal candidates...
-
Customer Service Representative
2 weeks ago
Clearwater, United States VentureTech Solutions Full timeJob DescriptionJob DescriptionPosition: Customer Service RepresentativeSummary for Customer Service RepresentativeWork with the clients and mutual creditors of Consolidated Credit Solutions in the areas of consumer credit and personal finance. Consolidated, a non-profit organization, is a 30 year industry leader providing financial counseling and debt...
-
Customer Service Representative
1 week ago
Clearwater, United States Venture Tech Solutions, Inc. Full timePosition: Customer Service RepresentativeSummary for Customer Service Representative Work with the clients and mutual creditors of Consolidated Credit Solutions in the areas of consumer credit and personal finance. Consolidated, a non-profit organization, is a 30 year industry leader providing financial counseling and debt management services nationwide. ...
-
Customer Service Representative
2 weeks ago
Clearwater, United States Consolidated Credit Full timeJob DescriptionJob DescriptionPosition: Customer Service RepresentativeSummary for Customer Service RepresentativeWork with the clients and mutual creditors of Consolidated Credit Solutions in the areas of consumer credit and personal finance. Consolidated, a non-profit organization, is a 30 year industry leader providing financial counseling and debt...
-
Customer Service Representative
4 weeks ago
Clearwater, United States U-Haul International, Inc Full timeAre you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional service and ensuring that customers get all the help they need on their...
-
Customer Service Representative
4 weeks ago
Clearwater, United States IntouchCX Full timeAbout IntouchCX IntouchCX is a global leader in customer experience management, digital engagement, and technology solutions. With over 20 years of experience, 18,000+ team members, and campuses around the globe, we obsess about our clients by providing remarkable customer experiences for the world’s most innovative brands. IntouchCX has been recognized...
-
Client Service Associate in Insurance
1 week ago
Clearwater, Florida, United States FrankCrum Full timeJob OverviewJoin Our Esteemed TeamThe FrankCrum Insurance Agency (FCIA) is a reputable, family-operated commercial insurance provider catering to a diverse clientele across the United States. We pride ourselves on being a consultative partner, delivering comprehensive insights to empower clients in making well-informed choices regarding their commercial...
-
Bilingual Customer Service Representative
1 week ago
Clearwater, United States Florida One Insurance Full time $46,133 - $65,405Job DescriptionJob DescriptionJoin our dynamic team at Florida One Insurance as a Full-Time Bilingual Customer Service Representative! Imagine diving into a fast-paced, energetic environment where your bilingual skills make a real impact on customers' lives. You'll thrive in a relaxed yet fun atmosphere, tackling exciting challenges every day while...
-
Customer Service Representative
4 weeks ago
Clearwater, United States Stellar Consulting Solutions, LLC Full timeTitle: Customer Service RepresentativeLocation: Clearwater FL (Onsite)Duration: 03 - 06 months contract and moreJob Responsibilities:High Volume of Order ManagementPossess an understanding of order processing from Purchase Order receipt and placement through shipping.Orders must be processed in a compliant manner with accuracy having high importance.Provide...
-
Customer Service Representative
4 weeks ago
Clearwater, United States Sir Speedy Full timeBenefits: Health Insurance 50/50 Split Paid time off Training & development Bonus based on performance Benefits/Perks: Initial and ongoing training Competitive compensation Paid holidays and vacation Indoor and comfortable working environment Company Overview: A locally owned and nationally recognized Printing, Signage and Marketing Services company...
-
Bilingual Customer Service Representative
2 weeks ago
Clearwater, United States Florida One Insurance Full timeAre you fluent in both English and Spanish? Do you thrive in a fast-paced, customer-focused environment? Imagine being the friendly voice of Florida One Insurance, assisting clients in navigating their insurance needs with compassion and efficiency. Picture the satisfaction of resolving complex issues, putting people at ease, all while honing your...
-
Bilingual Customer Service Representative
1 month ago
Clearwater, United States Florida One Insurance Full timeJob DescriptionJob DescriptionAre you fluent in both English and Spanish? Do you thrive in a fast-paced, customer-focused environment? Imagine being the friendly voice of Florida One Insurance, assisting clients in navigating their insurance needs with compassion and efficiency. Picture the satisfaction of resolving complex issues, putting people at ease,...
-
Clearwater, United States Marsh & McLennan Companies Full timeAbout the RoleWe are seeking a highly skilled Business Insurance Client Service Representative to join our team at Marsh McLennan Agency-Bouchard Region. As a key member of our client service team, you will be responsible for providing exceptional technical and service support to our account managers and clients.Key ResponsibilitiesRenewal Support: Prepare...
-
Client Support Specialist
3 weeks ago
Clearwater, United States PLP Albuquerque Full timeWedeliver the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Representative role to help us achieve our lofty goals. The Client Support...
-
Entry Level Customer Service Representative
3 weeks ago
Clearwater, United States CW Business Development Full time $950 - $1,400Job DescriptionJob DescriptionIs being a part of a fun-filled environment something you have been searching for in a career? Are you tired of not being recognized for your strong work ethic? Do you want a place where you can earn a great income and make a long-term career for yourself?Apply Today! Immediate openings - We are currently looking to train an...