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An established industry player is seeking a dedicated individual to enhance client experiences through superior service and efficient transaction handling. This role involves engaging clients, educating them on digital solutions, and supporting sales through outbound calls. The ideal candidate will have a strong background in client service and cash handling, along with excellent communication skills. Join a team that values personal growth and offers comprehensive benefits, including medical, dental, and a 401k plan. If you are passionate about client relationships and thrive in a dynamic environment, this opportunity is perfect for you.
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Following 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.
Required Qualifications:
Preferred Qualifications:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, and a 401k plan. Teammates also receive paid vacation, sick days, and holidays. For more details, visit our Benefits site. Benefits may vary based on full-time or part-time status, position, and division.
Truist is an Equal Opportunity Employer and a Drug Free Workplace.
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