Truist Phone Solution Specialist in Greensboro, North Carolina
Req ID: R0033791
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
Provides an industry leading client service experience through supporting the growth of existing Consumer client relationships via inbound phone calls. Utilizes resources to conduct effective consultative conversations to answer client questions as well as sales techniques to uncover client's needs and recommend appropriate financial solutions, including deposit and credit solutions
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.
Interact with existing BB&T now Truist Consumer clients via inbound phone calling to find solutions to deepen their banking relationship. Teammate will open, refer or take application for solution as directed by client. (Banking solutions could include changing of account types, the opening of new accounts such as demand deposits, credit cards, balance transfers, new loans/lines of credit e.g., mortgage referrals, secured and unsecured lending or refinancing existing loans for more competitive rates or payments, etc.)
Maintain required performance standards in quality and productivity while meeting client needs.
Performs administrative tasks as it relates to following up with clients on identified financial solutions, includes follow up emails and calls.
Follow established policies, procedures, guidelines, regulations and laws to protect both our clients and Truist from any unnecessary risk. Required Skills and Competencies: 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/GED or equivalent work experience
Minimum 1 year of client service and/or sales experience.
Skills: Proficiency in Computer Applications (Windows, MS Office, etc.), Technical, Interpersonal, Problem Solving and ability to work efficiently across multiple platforms
Excellent written and verbal communication skills.
Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Preferred Skills: 1. Associate’s degree, or equivalent education and related training
Bilingual in English/Spanish
Basic Knowledge of BB&T now Truist products, services, and processes
Familiar with client facing sales and service tools
Able to consistently uncover sales opportunities and align them with client needs
Experience identifying sales opportunities and/or selling products and services
Banking and/or client contact center experience 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
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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