Client Onboarding & Solutions Specialist

Truist; Charlotte (NC); In loco; USD 65.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision

401(k) plan

Paid time off

Paid holidays

Disability insurance

Life insurance

Descrizione del lavoro

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.

Competenze

• 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

Mansioni

• 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

Conoscenze

Financial services

Treasury operations

Multitasking

Relationship building

Communication

Formazione

High School Diploma

Bachelor’s degree or equivalent experience

Descrizione del lavoro

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.