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Truist Association Services Client Service Representative II in Clearwater, Florida

Req ID: R0043348

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

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.


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

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

Preferred Qualifications:

Associate’s degree


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.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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