Wholesale Payments Client Support Specialist I

Truist; Tempe (AZ); On-site; USD 42,000 - 56,000; Full time

Job summary

Truist is hiring a Wholesale Payments Client Service Specialist in the United States. The role provides ongoing support to internal teammates and external commercial clients on Wholesale Payments products under moderate supervision.

You will respond to inquiries by phone and email, document interactions, and collaborate with sales and relationship teams to deliver efficient solutions while maintaining strong client relationships and adhering to risk standards.

Qualifications

• High school diploma or equivalent.
• Two years of banking experience, preferred call center or equivalent phone-related experience.
• Independent, well organized with time management skills in a sometimes-high pressure environment.
• Excellent written and oral communication skills that support a highly professional image.
• Proficient in MS Office applications including Word, Excel, and Outlook, and internet proficiency.

Responsibilities

• Research and respond to client inquiries via phone and email in a timely, high-quality manner.
• Document all client interactions accurately in the case management system.
• Identify opportunities to engage teammates to provide value-added solutions.
• Maintain basic knowledge of Wholesale Payments services and participate in trainings.
• Escalate complex requests to management as needed and ensure timely resolutions.

Skills

Excellent written and oral comm

Ability to work independently

Time management under pressure

Banking experience (2+ years)

Education

High school diploma or equivalent

Bachelor’s degree or equivalent education

Tools

MS Office (Word, Excel, Outlook)

Salesforce

Job description

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

This role provides ongoing support to internal teammates and external commercial clients for all Wholesale Payments products and services under moderate supervision. Ensure telephone and email guidance and assistance is given to maximize efficiency and utilize all available resources in achieving desired results and expectations.

The role is responsible for one or more of the following: client service or support related to Wholesale Payments requests, response to and resolution of general technical issues, research of general service issues.

Additionally, the specialist is responsible for ensuring metrics and key indicators that measure performance and monitor risk are met or exceeded, procedures are understood and followed, and identifying efficiencies to streamline internal processes and to improve service outcomes.

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.

• Research and respond to all internal/external client inquiries through appropriate channels in a high quality, timely and efficient manner while providing accurate information or appropriate guidance and works under direct supervision.
• Adhere to department standards documenting all client interactions in an accurate and timely manner via appropriate workflow systems.
• Identify opportunities to engage internal teammates to provide value-added solutions to our clients.
• Listen, analyze, and resolve assigned client inquiries. Respond in a professional, timely, and accurate manner by either resolving immediately or escalating appropriately.
• Maintain a basic working knowledge of Wholesale Payments Services/Products while participating in trainings to stay proficient including product knowledge, systems, processes, procedures, and guidelines.
• Provide distinctive, secure, and successful client experiences by building strong professional working relationships, anticipating client requests, and protecting client information.
• Identify and communicate recommendations with management and training personnel to ensure efficiency of new releases and/or system enhancements as they pertain to supporting the client as well as teammates.
• Works with other teammates and/or teams to resolve least complex client requests and issues by submitting cases/tickets and escalated to management if needed.
• Maintain a high degree of quality in all work efforts as defined by service standards and service level agreements.
• Identify areas of self-improvement to enhance quality and productivity and take appropriate actions to increase work performance.
• Maintain quality client experiences through phone and email interactions executing the attributes and behaviors as designated for Truist.
• Communicate and elevate concerns, risks, or gaps as soon as possible to the appropriate parties to control and mitigate risks in a manner consistent with Truist’s risk standards.
• Adhere to authentication procedures consistent with Wholesale Payments Client Authentication standards for all incoming requests from client (external) and teammates (internal).
• Assess requests that are critical and/or beyond the standard resolution process and elevates appropriately to support a timely resolution.
• Deliver high quality work by adhering to service level agreements. Document all client interactions in an accurate and timely manner via specified case management tool.
• Exhibit ownership and accountability when resolving issues which may require guidance.
• Partner to manage and/or elevate concerns and reduce basic operational, process, and compliance risk.
• May be asked to contribute to review, update, and establishment of new procedures.
• Maintain transactional partnerships with Sales, Relationship Managers, and other stakeholders to provide mutual feedback on business processes and opportunities for improvement.

Qualifications

• High school diploma or equivalent.
• Two years of banking experience, preferred call center or equivalent phone-related experience
• Must be able to work independently, be well organized, versatile, and display good time management skills in a sometimes-high pressure environment, maintaining composure and a positive attitude.
• Excellent written and oral communication skills that support a highly professional image with the ability to write business correspondence and communicate professionally over the telephone.
• Ability to adapt to and function in a changing environment.
• Must be able to make responsible decisions and use sound judgment when communicating with our clients.
• Ability to manage daily activities with a moderate degree of supervision.
• Proficient in MS Office applications including Word, Excel, and Outlook, and well as proficiency using the Internet.

Preferred Qualifications

• Bachelor’s degree or equivalent education and related training
• Two years of call center experience, or equivalent phone-related experience.
• Experience with case management tool (such as SalesForce).
• Project management, consulting or management experience.
• Risk management experience.

Benefits

• 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.
• 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.

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.