Client Services Representative

4 days ago

St Petersburg FL USA, United States Truist Full time
Job Summary

We are seeking a highly skilled Client Services Representative to join our team at Truist. As a Client Services Representative, you will be responsible for providing exceptional client experiences to external clients and internal business units.

Key Responsibilities
  • Provide top-notch client service to external clients and internal business units, ensuring that service standards are met 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.
  • Handle a high volume of incoming and outgoing calls, emails, and faxes. Assist in Switchboard when needed.
  • Perform specialized operational functions, such as daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, and branch capture.
  • 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 inquiries.
  • Serve as a mentor to less experienced teammates.
  • Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank's complaint monitoring process.
  • Ensure confidentiality of client information and minimize risk by following Bank authentication processes, Code of Ethics, and other related policies.
Requirements
  • High School diploma or equivalent.
  • Three (3) years of client service and operational experience in the financial industry.
  • 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.
Benefits

Truist offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Equal Employment Opportunity

Truist is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug-Free Workplace.

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