Commercial Fulfillment Specialist I/ii/iii jobs at Truist in United States, Orlando
Truist Client Care Servicing Specialist - Consumer United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
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Truist Client Care Servicing Specialist-ASC Small Business United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
Truist CCB Analyst II Dealer Services United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
List themajor responsibilitiesgenerally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
Generate customized specific sales or project content for internal and external purposes.
Build upon foundational understanding of the market, credit, and products as well as relationship management skills.
Develop an increasingly complex understanding of the industry.
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.
Bachelor’s degree
Two years of related financial services work experience
Strong analytical skills and attention to detail
Strong written and verbal communication skills
Solid leadership and interpersonal skills
High level of adaptability and flexibility with strong organizational and time management skills
Advanced proficiency in Microsoft Excel and PowerPoint
Preferred Qualifications:
Minimum GPA: 3.0
Demonstrated work experience in finance or related field
Truist Deposit Payment Operations Specialist III United States, Florida, Orlando
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Regular or Temporary:
English (Required)
Responsible for accurate and efficient processing to ensure timely and quality output, while adhering to policies and procedures. Well versed in assigned functions, assist in tasks outside normal processes, resolution of issues and communication to leadership and internal partners. May interact with internal/external clients.
*Scheduled hours for this position are Monday-Friday 6 PM to 2 AM or until completion. Start and end times may vary slightly based on production needs.
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. Perform functions as assigned that may include tasks that require special approvals, processes that effect clients that are large dollar, tasks that require a tight turnaround with high volume, etc.
2. Perform quality checks / inspections to ensure integrity and accuracy.
3. Research issues and implement appropriate corrective action.
4. Complete and maintain with accuracy any documentation for any required logs, dual control tasks, inventory and forms.
5. Ensure clear and effective communication with leadership on topics such as inventory, meeting deadlines, reporting and escalating potential production or quality issues and recommendations on improvements.
6. Cross train on all functions to be able to perform and train others when needed.
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. Ability to work in an area governed by production standards and work under pressure to meet critical deadlines.
3. Effective problem identification and resolution skills.
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
5. Ability to work in a team environment to include across shifts and departments.
6. Exhibit excellent interpersonal skills as well as good verbal and written communication.
7. Three or more years’ experience and exhibit knowledge in all the department’s functions.
Truist Portfolio Manager II United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
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. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.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
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
Truist Wealth Support Specialist II United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)* This is a in-office position*
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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.
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. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
Truist Bankruptcy Senior Production Specialist United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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. Meet regularly with community groups/non-profits to explore and connect to sources of funding as well as form forward view of upcoming capital campaigns.7. Coordinate upcoming sponsorships/events and hosts/participants. Track sponsorship budget performance.9. Work with the region CDM to help identify qualified volunteer teammate opportunities via grantees.
10. Provide local support to Regional President as needed.
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. Five or more years of relevant community engagement knowledge, experience, and local relationships
2. Bachelor’s degree or equivalent education, training, and work-related experience.
3. Excellent verbal and written communication and interpersonal skills.
1. Philanthropic giving experience
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
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