Truist Specialty Care Rep 1-SmB Comm Card in Orlando, Florida
Req ID: R0035051
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Regular or Temporary:
Language Fluency: English (Required)
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.
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.
Provide industry leading, personalized service to all clients by building rapport and providing timely solutions and/or alternatives.
Assist clients with inquiries and/or problem resolution in a professional and composed manner.
Provide banking solutions for clients expressed and unexpressed needs. (Banking solutions could include changing of account types, the opening of new accounts such as demand deposits, time 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.)
Inform and educate clients on self-service options through various Truist technologies to improve their individual banking experience.
Follow established policies, procedures, guidelines, regulations and laws to protect both our clients and Truist from any unnecessary risk.
Continued training in multiple lines of business to be able to work in multiple skill sets simultaneously.
Follow a daily set schedule that will require having efficient time management skills as well as a careful attention to detail.
May support Consumer, Small Business and Private Wealth Clients with products including: Digital/e-Services, Credit and Debit Cards, Mortgages, Loans, Demand Deposit, Time Deposit and Retirement accounts.
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 education and related training or experience
One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
Skills: Proficiency in Computer Applications (Windows, MS Office, etc.), Technical, Interpersonal, Problem Solving and ability to work efficiently across multiple platforms.
Proficiency in written and verbal communications (including grammar and spelling).
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.
Prior experience in referring products, solutions, etc. to clients
Prior experience working in a call center, financial services or high volume/fast-paced work environment
Background in supported department/product
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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