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Client Services Representative II for Association Support

2 months ago


Clearwater, United States Truist Financial Corporation Full time

Company 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 II

  • Deliver outstanding service experiences to both external clients and internal departments.
  • Address client inquiries and resolve issues in compliance with organizational policies and procedures.
  • Guide and mentor junior team members while professionally managing client concerns.
  • Maintain the confidentiality of client data and adhere to the authentication protocols established by the organization.

Key Responsibilities:
- Handle a substantial volume of service requests in accordance with established procedures.
- Provide assistance to Relationship Sales Managers and the management team.
- Cultivate a thorough understanding of various applications to effectively respond to client inquiries.
- Serve as a mentor and escalate issues to a supervisor when necessary.

Qualifications:

Required Qualifications:
- High School diploma or equivalent
- Minimum of three years in client service and operational roles
- Excellent communication and problem-solving abilities
- Proficiency in basic computer applications and interpersonal skills

Preferred Qualifications:
- Associate's degree
- Bilingual capabilities
- Strong data entry skills and advanced proficiency in Excel
- Familiarity with banking operations

Application Process:
We have adapted our interview and onboarding procedures to prioritize safety and convenience. Interviews will primarily be conducted digitally, with in-person options available. We are committed to supporting candidates throughout the application process.