Business Connect Specialist I or II

Truist; Greensboro (NC); Sur place; USD 52 000 - 70 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

Life Insurance

Disability

401(k)

Vacation & sick days

Paid holidays

Résumé du poste

Truist is seeking a service-focused professional to join the Business Connect team in Greensboro, NC. You will onboard new clients, manage requests, and coordinate with partners to ensure timely, accurate processing and a superior client experience.

Responsibilities include onboarding, compliance with KYC requirements, referrals, and mentoring teammates while embracing digital solutions. Regular shift; on-site in the United States.

Qualifications

• Two or more years of related financial services or business banking experience.
• Treasury operations and/or Credit operations experience.
• Excellent communication skills and attention to detail.

Responsabilités

• Align with Truist’s purpose and services value proposition.
• Demonstrate exceptional communication to address client needs and onboarding.
• Manage intake of requests and coordinate solution processes with partners.
• Maintain timely processing in a fast-paced environment.
• Identify referral opportunities through service interactions and sales leadership.
• Support onboarding and Know Your Customer/diligence requirements.
• Escalate concerns promptly to leadership.
• Mentor teammates and adapt to digital solutions.

Connaissances

Client service

Communication

Relationship-building

Organizational skills

Attention to detail

Formation

High School Diploma

Bachelor’s degree (preferred)

Outils

None

Description du poste

Need Help?

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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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