Truist Brokerage Client Service Representative in Orlando, Florida
Req ID: R0033191
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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:
Handles inbound service calls from customers, while looking for sales referral opportunities for personal banking products and services. Answers customer questions within set standards. Resolves problems and complaints customers may have about banking products and services. Subject matter expert on bank/LOB products. Receives and resolves the most complex calls. Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader. Assists with the training of less experienced Service Reps in his/her own subject area of expertise. May support Specialty Customer Care clients by providing back up to Relationship Managers. These clients are typically Private Banking, Investment, and Commercial clients. Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act. Minimum requirements: Holds FINRA Series 7 and 63 or 66 registrations; has maintained continuing education coursework to keep licenses and/or registrations in good standing. 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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