Truist Premier Client & Branch Care Advisor 

United States, Florida, Orlando 

55906409

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. 1st Level Escalation POC for TCC & Branch Teammates that require operational authority limits, with empowerment to approve transactions up to $10,000.
2. Deliver care through exceptional client service and distinctive client experiences while providing support to both internal and external clients by executing on the Truist Purpose, Mission and Values.
3. Research and resolve client requests to Care Center, branches and other lines of business that require the application of multiple specialties (e.g., business care, card, loan servicing).
4. Implement a consultative approach to address client concerns by educating clients on bank products and services. Identify opportunities for banking solutions to fulfill both expressed and unexpressed client needs.
5. Educate and inform clients about self-service options available through various technologies to enhance their personal banking experience.
6. Adhere to all established policies, procedures, guidelines, regulations, and laws to safeguard both clients and Truist from unnecessary risk.

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 or experience
2. 1-2 years' experience working directly with customers/clients in a servicing capacity, either in retail, banking or call center or other servicing industries.
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. Ability to adapt to change and work in a fast-paced environment.

Preferred Qualifications:
1. College degree

2. Prior experience working in a call center or high volume/fast-paced work environment.
3. Background in supported departments and/or products