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Truist Account Services Representative-Lightstream in San Diego, California

Req ID: R0042399

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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:

Account Service Representatives (ASRs) provide support to current and potential LightStream clients, primarily in the form of email and phone correspondence and must have a thorough understanding of all servicing procedures and processes. The ASR 3 is considered a senior ASR.

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.

Answer incoming phone calls and perform outbound calls, as necessary.

Calls may be from clients, potential clients, or third parties.

Teammates must assist any caller based off their needs.

Provide the Perfect Client Experience (PCE), regardless of the nature of the call.

Respond to emails to assist clients and non-clients with their inquiries utilizing the PCE model.

Handle intermediate Account Services work items.

Teammates are expected to thoroughly review and perform all necessary steps for any items with minimal guidance.

Meet/exceed monthly performance requirements as evidenced by Ongoing and QC Reviews.

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 equivalenteducation and related training or experience

Ability to work in a fast-paced, multitasking, and team-oriented environment

Strong verbal and written communication skills

Ability to focus on tasks at hand, interpret information logically to solve problems, and answer questions via phone and email appropriately

Preferred Qualifications:

Bachelor’s Degree

Call Center Experience

Customer Service 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.

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