Brokerage Branch Service Associate

Found in: Talent US C2 - 2 weeks ago

Roanoke, United States Truist Full time

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Handle all branch correspondence including mail, faxes, and wires and prepare general correspondence, reports, and forms.

2. Professionally greet clients via telephone and those entering the branch and provide timely and effective assistance or direct them to proper branch personnel. 

3. Set up and maintain necessary files and records as determined by branch needs.

5. Provide information, directions, and answers to inquiries as needed.

6. Prepare checks for clients when account disbursements are requested or necessary and accept checks and securities from customers in compliance with firm and industry standards and ensure proper posting.

7. Observe and streamline processing of paperwork for customer transactions for efficiency and for meeting applicable guidelines.

8. Serve as the branch technology coordinator, acting as the initial point of contact for all technology-related issues arising in the branch. 

9. Serve as branch facilities coordinator, submitting all requests for repairs and maintenance as needed working in conjunction with the Complex Director. 

10. Assist Complex Director with expense reports and other special projects.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school diploma or equivalent education and related training.

2. Excellent verbal and written communication skills.

3. Ability to use office equipment as required (copier, fax, etc.)

4. Demonstrated attention to detail and strong organizational skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

7. Ability to travel, occasionally overnight.

Preferred Qualifications:

1. Experience in a branch operations/support role.

2. Associates or Bachelor's degree.

3. Financial Industry Regulatory Authority (FINRA) Series 7, 66, and insurance license(s).

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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.

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