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Wealth Solutions Center Service Specialist I
Location:
Charlotte, NC
Description:
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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: An extension of the Truist Wealth Advisor's in-market team committed to providing a differentiated servicing and problem resolution experience to assigned Truist Wealth clients via virtual delivery, i.e. telephone, email, chat, etc. Work in a complex, team-oriented and fast paced environment acting as liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to Truist's high net-worth clients. ESSENTIAL DUTIES AND RESPONSIBILITIES 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.1. Primary service and problem resolution support for Truist Wealth clients and advisors via phone and electronic service requests.2. Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.3. Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.4. Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.5. Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.6. Facilitate wire agreements and time sensitive wire requests for Truist Wealth clients which requires the ability to execute a complex process with high attention to detail.7. Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.8. Uphold required performance standards (e.g. quality, productivity, behaviors).9. Assist the Truist Wealth division in reaching target Client Service Measurement (CSM) scores. QUALIFICATIONS 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.1. Associate's degree in business, accounting, finance, banking or equivalent education and related training2. One year of related client service experience (e.g. banking, investment, financial planning)3. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check4. Excellent verbal and written communication skills5. Organized and responsive with the ability to handle multiple tasks simultaneously6. Empowered self-starter that takes ownership of their learning and has the ability to retain the information7. Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible8. Operates effectively in a team environment9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: 10. Bachelor's degree in business, accounting, finance or banking11. Two or more years of related client service experience (e.g. banking, investment, financial planning)12. Proficiency in Truist retail banking applications (e.g. Client Central, Salesforce)13. Bi-lingual ability General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9ae1cef6-b500-4f9d-b466-b649b9c881a5
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More About this Listing: Wealth Solutions Center Service Specialist I
Wealth Solutions Center Service Specialist I is a Other Jobs Wealth Solutions Center Job at Truist located in Charlotte NC. Find other listings like Wealth Solutions Center Service Specialist I by searching Oodle for Other Jobs Wealth Solutions Center Jobs.
Wealth Solutions Center Service Specialist I is a Other Jobs Wealth Solutions Center Job at Truist located in Charlotte NC. Find other listings like Wealth Solutions Center Service Specialist I by searching Oodle for Other Jobs Wealth Solutions Center Jobs.