Truist Association Services Client Representative 

United States, Florida, Saint Petersburg 

691124636

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.

Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research).

Provide support to the Association Services Relationship Sales Managers and management team.

Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard when needed.

Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture).

Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires.

Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank’s complaint monitoring process.

Ensure confidentiality of client information and minimize risk by following Bank’s authentication process,

Code of Ethics and other related policies. Maintain ethical behavior at all times.

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.

High School diploma or equivalent

Three (3) years of client service and operational experience in financial industry

Strong verbal and written communication skills

Detailed-oriented with the ability to multi-task

Effective listening and problem-solving skills

Demonstrated proficiency in basic computer applications such as Microsoft Office, Word

Proven interpersonal relationship characteristics

Associate’s degree