Client Experience Specialist

Truist Bank
Daytona Beach, FL Full Time
POSTED ON 2/6/2020 CLOSED ON 2/20/2020

What are the responsibilities and job description for the Client Experience Specialist position at Truist Bank?

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Business Banking Client Experience Specialist is a core member of each Business Banking team, responsible for enhancing client experience through dedicated servicing support. They are uniquely positioned to identify service-to sales opportunities as they uncover client needs through servicing interactions. The Business Banking Client Experience Specialist’s focus on high touch client service enables Relationship Managers to increase client-focused time by performing complex servicing issues and recommending solutions that will stop or decrease issues from occurring again.

Primary duties include

  • Providing resolution to escalated deposit, loan and treasury inquiries that cannot be solved by centralized support partners
  • Identification of unmet client needs that can be shared with Relationship Managers within the team. 
  • Strengthen current relationships by partnering with other sales teammates, client team business partners, and back-office support centers to ensure client satisfaction.

Other responsibilities may include

  • sales thought leadership, precall planning and joint execution of calls;
  • Follow-up on treasury implementation and activation, fraud case resolution/escalation, and other tasks in support of RMs’ efforts to produce revenue.
  • Has joint accountability for achievement of the team’s revenue goals.
  • Must work independently to determine root cause, solution and future prevention of all escalated client issues.

Minimum Requirements:  

  • Bachelor’s degree or equivalent financial services experience
  • General knowledge of business banking, to include loans and deposits, business banking  products, banking sales process and cycle
  • Ability to analyze data
  • Effective time management skills
  • Demonstrated ability to achieve results
  • Effective communicator both written and verbal
  • Interpersonal savvy and composure in dealing with clients and partners
  • Effective problem solving capabilities
  • 1+ years financial services experience or comparable experience
  • Prior banking sales support experience
  • Deposit, loan and credit knowledge
  • Microsoft Office (Excel, Word, and PowerPoint)

Preferred Requirements:

  • Bachelor’s degree in Accounting or Finance
  • Completion of a credit training course 
  • Proficiency in the following competencies (in addition to those listed as “Required”):
    • Business Acumen
    • Flexibility / Dealing with ambiguity.
    • Experience as a phone-based financial solutions provider or inbound business sales

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

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