Client Service Representative
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Job Description
About Truist Financial Corporation
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Job Description
Position: Not explicitly stated in the text, but the responsibilities and qualifications point to a role such as Teller, Client Service Representative, or Branch Banking Associate.
Overview:
This position focuses on providing excellent client service while accurately processing transactions and maintaining records. The role requires a strong understanding of client needs and the ability to cross-sell bank products and services. You’ll be assisting clients, promoting digital banking solutions, and supporting sales initiatives through outbound calls and the Integrated Relationship Management (IRM) program.
Key Responsibilities:
• Client Experience: Provide a positive and consistent service experience by engaging clients in friendly conversation and handling both complex and standardized transactions.
• Digital Banking Education: Educate clients on digital self-service options like ATMs, Online and Mobile banking.
• Sales Support: Participate in outbound calling campaigns, identify client needs, and refer clients to appropriate team members or specialists.
• Integrated Relationship Management (IRM): Understand and utilize IRM to connect clients with the right Truist expertise and solutions.
• Leadership Routines: Actively participate in Truist Retail Community Bank Leadership Routines.
• Knowledge Development: Commit to ongoing learning about products and services to better serve clients.
• Compliance: Adhere to internal controls, operational procedures, and risk management policies.
• Secondary Contact: Act as a secondary contact for new account openings and problem resolution, offering applicable products and services.
Qualifications:
Required:
• High school diploma or equivalent.
• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications (e.g., Microsoft Office).
• Ability to multi-task under time constraints.
• Ability to travel for temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel and overnights.
Preferred:
• One year of client relationship building or sales experience.
• Knowledge of advanced branch transactions, risk management, and loss prevention.
• Experience with sourcing and prospecting for new clients.
• General understanding of bank operations, policies, and procedures.
