Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

107

Please review the following job description:

Provide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.

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 (e.g. open and close accounts, account maintenance, issue official checks, statement and lockbox research).
• Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard as needed.
• Acquire a working knowledge of internal department applications to assist with client inquires.
• Deliver excellent client service by responding to client inquiries and service requests in a reliable, responsive, empathetic and competent manner.
• Professionally address client complaints, escalate to supervisor when needed while adhering to the Bank’s complaint monitoring process.
• Enhance personal and professional growth by developing an understanding of all area’s functions within Association Services. Participate in required/voluntary training, education, meetings and events.
• Ensure confidentiality of client information and minimize risk by following Bank’s authentication process, Code of Ethics and other related policies while maintaining ethical behavior at all times.

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.
• High School diploma or equivalent
• One (1) year of client service experience
• Ability to write and verbally communicate in a clear and concise manner
• 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

Preferred Qualifications:

• Banking Experience
• Bilingual

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.