Business Connect Specialist I or II

Truist; Charlotte (NC); Sur place; USD 65 000 - 85 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

401(k) plan

Paid time off

Paid holidays

Disability insurance

Life insurance

Résumé du poste

Truist is seeking a Customer Onboarding/Business Connect Specialist to support onboarding and service requests for business clients in a fast-paced environment. The role emphasizes compliance, risk awareness, and proactive client interaction to deliver exceptional service.

The candidate should bring 2+ years in financial services, strong communication, and the ability to coordinate with multiple internal partners to resolve client needs. On-site work at our Charlotte, NC location is expected.

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

Responsabilités

• 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

Connaissances

Financial services

Treasury operations

Multitasking

Relationship building

Communication

Formation

High School Diploma

Bachelor’s degree or equivalent experience

Description du poste

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Description

• 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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

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 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.

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