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.

Research and respond to all internal / external client inquiries through appropriate channels in a high quality, timely and efficient manner while providing accurate information or appropriate guidance.

Adhere to department standards documenting all client interactions in an accurate and timely manner via appropriate workflow systems.

Identify opportunities to engage internal teammates to provide value-added solutions to our clients.

Maintain a strong working knowledge of Treasury Services / Products while participating in trainings to stay proficient including product knowledge, systems, processes, procedures and guidelines.

Identify and communicate recommendations with management and training personnel to ensure efficiency of new releases and / or system enhancements as they pertain to supporting the client as well as teammates.

Works with other teammates and / or teams to resolve client requests and issues by submitting cases / tickets and escalate to management if needed.

Maintain a high degree of quality in all work efforts as defined by service standards and service level agreements. Identify areas of self-improvement to enhance quality and productivity, and take appropriate actions to increase work performance.

Maintain quality client experiences through phone and email interactions executing the attributes and behaviors as designated for Truist.

Communicate and escalate concerns, risks, or gaps as soon as possible to the appropriate parties to control and mitigate risks in a manner consistent with Truist’s risk standards.

Adhere to authentication procedures consistent with Treasury Solutions Client Authentication standards for all incoming requests from client (external) and teammates (internal).

Qualifications

Required Qualifications :

High school diploma or equivalent.

Must be able to work independently, be well organized, versatile, and display good time management skills in a sometimes high pressure environment, maintaining composure and a positive attitude.

Excellent written and oral communication skills that support a highly professional image with the ability to write business correspondence and communicate professionally over the telephone.

Ability to adapt to and function in a changing environment.

Must be able to make responsible decisions and use sound judgment when communicating with our clients.

Ability to manage daily activities with a moderate degree of supervision.

Proficient in MS Office applications including Word, Excel, and Outlook, and well as proficiency using the Internet.

Preferred Qualifications :

Bachelor’s degree or equivalent education and related training

Two years of call center experience, or equivalent phone-related experience.

Three years of banking experience, two of which are in a treasury-related role.

Other Job Requirements / Working Conditions

Sitting / Standing / Walking / Bending / Lifting

þ Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

þ Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Walking (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Bending (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

þ Lifting (if checked, indicate pounds)

Up to 10 lbs.

þ Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

þ Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy / fax machines, and printers.

þ Availability

Able to work all hours scheduled, including overtime as directed by manager / supervisor and required by business need.

Travel (Must select one)

Minimal and up to 10%

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.

Last updated : 2024-05-12