Business Connect Specialist

3 weeks ago

Ocala, United States Truist Full time

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role can be remote within footprint but must be within driving distance of a Truist branch location and willing to commute to branch location as needed/required. This requirement could be multiple times per week as dictated by business need.

Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method of contact, expertise, and servicing. The Business Connect Specialist II will serve as primary contact for service requests in partnership with the Business Care Team and other support or operations teams, and ensures client service levels are exemplary. The Business Connect Specialist II will also provide coverage (as needed and/or delegated) for Specialist Team Leader responsibilities, which may include team management, mentoring and meeting leadership. The Business Connect Specialist II is responsible for exhibiting key behaviors that align with Truist Code of Ethics and support risk management culture, exercising sound judgment and executing assigned responsibilities with integrity and honesty.

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. 

Job Description
1. Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care” 
2. Demonstrate exceptional communication skills: clear, concise, calm and confident conversationalist 
3. Address service needs and manage intake of requests, leveraging solution process and partners 
4. Maintain expected processing times for tasks in a fast-paced environment, follow-up as needed to ensure the client’s experience is always taken into consideration 
5. Initiate or execute client onboarding which may include more complex relationships and/or structures, new product and solution set up, and compliance activities, including monitoring risk reporting to ensure compliance and through to completion 
6. Identify referral opportunities through service interactions and sales thought leadership 
7. Participate as an integral member of the Business Connect Squad, supporting the delivery of exceptional client service and experience 
8. Maintain close partnership with Business Connect Advisors, Integrated Relationship Management partners, operational partners, and support center teams 
9. Escalate concerns promptly to their leader for awareness 
10. Maintain subject matter expert level of understanding as it relates to client onboarding or client request completion requirements, including but not limited to Know Your Customer requirements and other due diligence process and procedures 
11. Support Business Connect Specialist teams as delegated or in the absence of a Specialist Team Lead, potentially including team management, mentoring and meeting leadership tasks 
12. Adapt to technology enhancements swiftly and support guiding clients on new digital solutions 
13. Mentor less experienced teammates and provide guidance or act as subject matter expert as appropriate 
14. Comply with all operational, risk and learning requirements 
15. Meet/exceed designated performance metrics
 

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. Two or more years of related financial services or business banking experience 
2. Treasury operations and/or Credit operations experience 
3. Highly organized with ability to handle multiple tasks under tight time constraints 
4. Demonstrated relationship-building skills with clients, teammates and other internal partners 
5. Excellent communication skills and attention to detail 
6. High School Diploma

Preferred Qualifications:
1. Bachelor’s degree or equivalent experience
 

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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