Truist Association Services Client Service Representative II in Clearwater, Florida
Req ID: R0043348
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
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 (Ex. account maintenance, issue official checks, statement and lockbox research).
Provide support to the Association Services Relationship Sales Managers and management team.
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.
Serve as a mentor to less experienced teammates.
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
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
Strong Data Entry skills
Advanced in Excel and other Microsoft applications
Working knowledge of banking operations
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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