Client Service Center Representative
1 week ago
Position Overview:
The role involves managing incoming communications for both standard and intricate inquiries related to products, procedures, systems, or policies for both new and existing clientele.
Key Responsibilities:
- Deliver exceptional, tailored service to all clients by establishing rapport and providing prompt solutions or alternatives.
- Assist clients with inquiries and problem resolution in a professional and composed manner.
- Identify opportunities for banking solutions based on clients' expressed and unexpressed needs, which may include account modifications, new account openings, credit card services, and loan referrals.
- Educate clients on self-service options available through various technologies to enhance their banking experience.
- Adhere to established policies, procedures, guidelines, regulations, and laws to safeguard both clients and the organization from unnecessary risks.
- Maintain a structured daily schedule, demonstrating effective time management skills and meticulous attention to detail.
- Support a diverse range of clients, including Consumer, Small Business, and Private Wealth Clients, with various products such as Digital Services, Credit and Debit Cards, Mortgages, Loans, and Retirement accounts.
Qualifications:
Required:
- High School diploma or equivalent education and relevant experience.
- Minimum of one year of experience in client servicing roles (call center, retail, hospitality, medical, etc.).
- Proficiency in computer applications (Windows, MS Office, etc.), technical skills, interpersonal skills, problem-solving abilities, and the capacity to work efficiently across multiple platforms.
- Strong written and verbal communication skills, including grammar and spelling.
- Compliance with regulatory requirements for the position, including meeting qualification standards imposed by relevant laws.
Preferred:
- Previous experience in product referrals and solutions.
- Experience in a call center or high-volume, fast-paced environment.
- Background in supported departments or products.
- 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 against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.
Work Environment:
We are adapting our hiring processes to ensure safety and efficiency. Most interviews will be conducted digitally, and we are exploring options for digital onboarding for many positions.
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