Business Connect Specialist I or II

Truist Bank; Charlotte (NC); Sur place; USD 52 000 - 68 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision benefits

401k plan

Résumé du poste

Truist Financial Corporation in Charlotte, NC seeks a Business Connect Specialist II to be the primary contact for service requests in the virtual delivery environment.

You will partner with the Business Care Team to manage onboarding and client requests, ensuring compliance, risk controls, and timely service delivery while supporting senior teammates and mentoring others.

Qualifications

• Two or more years of related financial services or business banking experience.
• Demonstrated relationship-building skills with clients, teammates and internal partners.
• Excellent communication skills and attention to detail.

Responsabilités

• Align with and embody Truist’s purpose and value proposition.
• Demonstrate exceptional communication skills in client interactions.
• Address service needs and manage intake of requests with solution process and partners.
• Maintain processing times in a fast-paced environment and follow up for client satisfaction.
• Initiate or execute onboarding and ensure compliance activities, including Know Your Customer requirements.
• Identify referral opportunities and support delivery of exceptional client service.
• Mentor teammates and support team leadership tasks as needed.
• Adapt to technology enhancements and guide clients on new digital solutions.

Connaissances

Financial services experience

Customer relationship skills

Organizational skills

Clear communication

Formation

High School Diploma

Bachelor’s degree or equivalent experience

Description du poste

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method of contact, expertise, and servicing.

The Business Connect Specialist II will serve as primary contact for service requests in partnership with the Business Care Team and other support or operations teams, and ensures client service levels are exemplary. The Business Connect Specialist II will also provide coverage (as needed and/or delegated) for Specialist Team Leader responsibilities, which may include team management, mentoring and meeting leadership. The Business Connect Specialist II is responsible for exhibiting key behaviors that align with Truist Code of Ethics and support risk management culture, exercising sound judgment and executing assigned responsibilities with integrity and honesty.

Responsibilities

• Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care”
• Demonstrate exceptional communication skills: clear, concise, calm and confident conversationalist
• Address service needs and manage intake of requests, leveraging solution process and partners
• Maintain expected processing times for tasks in a fast-paced environment, follow-up as needed to ensure the client’s experience is always taken into consideration
• Initiate or execute client onboarding which may include more complex relationships and/or structures, new product and solution set up, and compliance activities, including monitoring risk reporting to ensure compliance and through to completion
• Identify referral opportunities through service interactions and sales thought leadership
• Participate as an integral member of the Business Connect Squad, supporting the delivery of exceptional client service and experience
• Maintain close partnership with Business Connect Advisors, Integrated Relationship Management partners, operational partners, and support center teams
• Escalate concerns promptly to their leader for awareness
• Maintain subject matter expert level of understanding as it relates to client onboarding or client request completion requirements, including but not limited to Know Your Customer requirements and other due diligence process and procedures
• Support Business Connect Specialist teams as delegated or in the absence of a Specialist Team Lead, potentially including team management, mentoring and meeting leadership tasks
• Adapt to technology enhancements swiftly and support guiding clients on new digital solutions
• Mentor less experienced teammates and provide guidance or act as subject matter expert as appropriate
• Comply with all operational, risk and learning requirements
• Meet/exceed designated performance metrics

Required Qualifications

• Two or more years of related financial services or business banking experience
• Treasury operations and/or Credit operations experience
• Highly organized with ability to handle multiple tasks under tight time constraints
• Demonstrated relationship-building skills with clients, teammates and other internal partners
• Excellent communication skills and attention to detail
• High School Diploma

Preferred Qualifications

• Bachelor’s degree or equivalent experience

Benefits

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.

Equal Opportunity

Truist is an Equal Opportunity Employer that does not discriminate 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 E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.