Association Services Client Services Representative II

11 Jun 2024

Vacancy expired!

Req ID: R0061889The 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 toAccessibilityor call 877-891-2510 (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:Responsible for incoming calls for routine and complex inquiries regarding products, procedures, systems or policies for new and existing clients. Committed to utilize all available tools and resources to maintain client satisfaction, track all unresolved issues accurately, to ensure timely follow up and resolution. Association Services Team Lead II act as client advocates to report and track fraud cases and assist clients with case rulings. Perform research and loss mitigation efforts across multiple intake channels to facilitate new client relationship setup while adhering to bank policies and procedures. Collaborate with Client Relationship Specialists, Client Services, and Relationship Managers to perform and process business unit risk controls and regulatory reporting.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.Provide outstanding, personalized service to all clients by building rapport and providing timely solutions and/or alternativesUtilize banking systems to assist clients with inquiries and/or problem resolution in a professional and composed mannerUtilize internal and external applications to assist in the investigation and research of client requests and reported fraud casesInform and educate clients on their self-service options through various Truist technologies to improve their individual banking experienceFollow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary riskFollow a daily set schedule that will require having efficient time management skills as well as a careful attention to detailSupport effective communication with internal and external partners or clientsParticipate in BSA/AML/OFAC and/or Fraud related training that my include webinars, periodicals, and self-study in order to stay abreast of any related changing laws and regulations and willingness to work flexible hours as required by the functionQualificationsRequired 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 degreePrior experience working in a high volume/fast-paced work environmentExperience in BSA/AML and/or compliance-related role, whether in a client facing or backroom/operational roleKnowledge of BSA regulations and/or related compliance requirements, including reporting and record retention requirementsAbility to learn and perform complex processes in order to meet the spirit and letter of the procedures, policies and regulations that govern the departmentStrong investigative, analytical, and critical thinking skillsStrong work prioritization and time management skillsStrong interpersonal, communication and client service skillsProficiency in written and verbal communications (including grammar and spelling)Demonstrated proficiency in basic computer applications such as Microsoft Office software productsAbility to work in a high-stress, fast-paced, rapidly changing environmentAbilityPreferred Qualifications:Bilingual-SpanishTruist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. 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.

Full-time
  • ID: #42891173
  • State: Florida Saintpetersburg 33701 Saintpetersburg USA
  • City: Saintpetersburg
  • Salary: USD TBD TBD
  • Showed: 2022-06-11
  • Deadline: 2022-08-11
  • Category: Et cetera