Client Services Representative

1 week ago


Cookeville, Tennessee, United States Truist Financial Corporation Full time

Position Overview:

This role is integral to our operations, focusing on providing exceptional service to our clients. As a Client Contact Center - Servicing Specialist, you will be the first point of contact for clients seeking assistance with their inquiries.

Key Responsibilities:

  1. Deliver personalized service to all clients, ensuring a positive experience by building rapport and providing timely solutions.
  2. Address client inquiries and resolve issues in a professional manner, maintaining composure under pressure.
  3. Identify opportunities for banking solutions that meet both expressed and unexpressed client needs, including account management and loan referrals.
  4. Educate clients on self-service options available through our technologies to enhance their banking experience.
  5. Adhere to established policies and regulations to safeguard both clients and the organization from unnecessary risks.
  6. Manage time effectively by following a structured daily schedule while paying close attention to detail.
  7. Support a diverse range of clients, including Consumer, Small Business, and Private Wealth Clients, with various banking products.

Qualifications:

Required:

  • High School diploma or equivalent education and experience.
  • At least one year of experience in client servicing roles, such as call centers or retail environments.
  • Proficient in computer applications, including Windows and MS Office.
  • Strong written and verbal communication skills.
  • Meets regulatory requirements for the position.

Preferred:

  • Experience in product referrals and solutions.
  • Background in a high-volume customer service environment.
  • 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 based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.

Note: This position may involve digital interviews and onboarding processes to ensure safety and efficiency.



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