Client Service Representative
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Job Description
About Truist and the Job Description
Truist Financial Corporation is an Equal Opportunity Employer and Drug Free Workplace. They offer a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Vacation, sick leave and holiday pay are also included.
Job Description
This Regular position requires English fluency and operates on the 1st shift (United States of America).
Job Title: Not explicitly stated, but based on the description, it’s likely a Client Service Representative, Teller, or similar role with sales responsibilities.
Summary: The role involves efficiently completing client transactions, maintaining accurate records, handling money, and providing superior customer service by identifying and addressing client financial needs. The position requires cross-training to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Essential Duties And Responsibilities:
• Provide a distinctive client experience by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
Qualifications:
Required Qualifications:
• High school diploma or equivalent education.
• 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.
• Ability to master personal computer (PC) keyboard and software skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
Preferred Qualifications:
• One year of client relationship building or sales experience.
• Knowledge of advanced or complex branch transactions, risk management and loss prevention.
• Experience with sourcing and prospecting for new clients and client relationship building.
• General understanding of bank operations, policies and procedures.
Benefits:
Truist provides a wide range of benefits to eligible employees, including medical, dental, vision, life insurance, disability coverage, accidental death and dismemberment insurance, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays. Additional benefits like defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available depending on the position and division.
