Truist Wealth Specialty Department Specialist - Coral Gables 

United States, Florida 

590227564

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. Handles a range of complex duties (moderate to material) involving client transactions and problem resolution including but not limited to money transfers and client onboarding
2. Under supervision and direction of the Group Support Leader, supports other operational needs of the Specialty business such as BSA/AML coordination for SEG, Reg-E international wire processing, etc.
3. Participate in key projects, as needed.5. Specific to Financial Management and Bill Pay specialists:
• onboards clients for Bill Pay Services once client service team has opened new client account: including setting up the bill pay account for use with accounting software, setting up electronic statement delivery, establishing online access credentials and creating master checklist of bills and templates for recurring transaction recording in accounting software.
• interfaces directly with bill pay client vendors for establishment of services and/or issues resolution.
• Responsible for developing and maintaining master checklist for each bill pay client to ensure regular bills are paid accurately and on time.
• Proactively identifies and escalates issues to vendors, clients, or Wealth Advisory team related to bill payments including notification when amount seems to be unreasonably high or low.
• Creates and maintains client records such as transaction records, agreements, contracts, payroll, tax preparation, retirement & estate planning documents, etc.
• Prepares, produces and delivers monthly reports for Bill Pay clients using Truist approved processes, systems and applications, which include transaction records, budget variance / cash flow reports, and credit card detail summary.
• Owns and coordinates the annual client budgeting process for Bill Pay clients.
6. Specific to International specialists:
• Analyzes and processes documentation for client onboarding, new account opening and client/account changes.
• Works closely with client team to gather information for FIU pre-approval review
• Coordinates FIU pre-approval process for all new International Wealth clients and works as a liaison with the FIU teammates.
• Responsible for the client onboarding process of new clients approved by FIU

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. 7+ years financial services operations experience
2. Excellent interpersonal, communication, organizational and problem-solving skills
3. Ability to work effectively in conjunction with and in support of client-facing teammates
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products including Access.
5. Self-driven and must be able to work independently

Preferred Qualifications:
1. 7+ years international private banking and/or CIP/AML experience
2. Ability to speak, read and write in Spanish