Wealth Solutions Center Service Specialist

Wealth Solutions Center Service Specialist

05 Mar 2023
North Carolina, Charlotte, 28201 Charlotte USA

Wealth Solutions Center Service Specialist

Req ID: R0074079The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email toAccessibility(accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage 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 RESPONSIBILITIESFollowing 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.

Primary service and problem resolution support for Truist Wealth clients and advisors via phone and electronic service requests.

Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.

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.

Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.

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.

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.

Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.

Uphold required performance standards (e.g. quality, productivity, behaviors).

Assist the Truist Wealth division in reaching target Client Service Measurement (CSM) scores.

QUALIFICATIONSRequired 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.

Associate's degree in business, accounting, finance, banking or equivalent education and related training

One year of related client service experience (e.g. banking, investment, financial planning)

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 check

Excellent verbal and written communication skills

Organized and responsive with the ability to handle multiple tasks simultaneously

Empowered self-starter that takes ownership of their learning and has the ability to retain the information

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 possible

Operates effectively in a team environment

Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

Bachelor's degree in business, accounting, finance or banking

Two or more years of related client service experience (e.g. banking, investment, financial planning)

Proficiency in Truist retail banking applications (e.g. Client Central, Salesforce)

Bi-lingual ability

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© 2017 SunTrust Banks, Inc. All rights reserved.SunTrust is federally registered service marks of SunTrust Banks, Inc.

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