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Truist Wealth Solutions Center Service Specialist United States, North Carolina, Charlotte 462759204
03.07.2024
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.
1. Primary service and problem resolution support for Truist Wealth clients and advisors via phone and electronic service requests.
2. Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.
3. Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.
4. Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.
5. Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.
6. Facilitate wire agreements and time sensitive wire requests for Truist Wealth clients which requires the ability to execute a complex process with high attention to detail.
7. Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.
8. Uphold required performance standards (e.g. quality, productivity, behaviors).
9. Assist the Truist Wealth division in reaching target Client Service Measurement (CSM) scores.
2. Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.
3. Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.
4. Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.
5. Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.
6. Facilitate wire agreements and time sensitive wire requests for Truist Wealth clients which requires the ability to execute a complex process with high attention to detail.
7. Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.
8. Uphold required performance standards (e.g. quality, productivity, behaviors).
9. Assist the Truist Wealth division in reaching target Client Service Measurement (CSM) scores.
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.
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. Associate's degree in business, accounting, finance, banking or equivalent education and related training
2. One year of related client service experience (e.g. banking, investment, financial planning)
3. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
4. Excellent verbal and written communication skills
5. Organized and responsive with the ability to handle multiple tasks simultaneously
6. Empowered self-starter that takes ownership of their learning and has the ability to retain the information
7. Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
8. Operates effectively in a team environment
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
2. One year of related client service experience (e.g. banking, investment, financial planning)
3. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
4. Excellent verbal and written communication skills
5. Organized and responsive with the ability to handle multiple tasks simultaneously
6. Empowered self-starter that takes ownership of their learning and has the ability to retain the information
7. Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
8. Operates effectively in a team environment
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
10. Bachelor's degree in business, accounting, finance or banking
11. Two or more years of related client service experience (e.g. banking, investment, financial planning)
12. Proficiency in Truist retail banking applications (e.g. Client Central, Salesforce)
13. Bi-lingual ability
10. Bachelor's degree in business, accounting, finance or banking
11. Two or more years of related client service experience (e.g. banking, investment, financial planning)
12. Proficiency in Truist retail banking applications (e.g. Client Central, Salesforce)
13. Bi-lingual ability
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