Client Service Representative II

5 days ago


Clearwater, United States Truist Financial Corporation Full time
Job Description

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.


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