Location: Roebling, NJ, USA
Company: Truist Finance
Job Position: Financial Services Specialist
JOB DESCRIPTION:
Qualification:
Education & Experience
High school diploma or equivalent education and related training
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
- Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
- Ability to multi-task under time restraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Associate's degree, or equivalent education and related training
- One year of client sales and service experience
Job Selection Process:
Ensures a consistent client service experience through primarily handling clients' transactional needs, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, issuing money orders, cashier's checks and redeeming savings bonds.
- Perform more complex transactions (with assistance as necessary) such as: large commercial deposits, close out transactions, cash advances.
- Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation and an Enthusiastic Positive Attitude while conducting transactions and uncovering needs.
- Supports team sales process by making client calls, checking for client offers, and referring clients to the appropriate branch team member or specialist when a non-transactional client needs or opportunity is identified.
- Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commits to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
- Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
- Proactively engages clients in conversation, assisting with making appropriate product recommendations, and serving as a backup contact for opening and servicing basic accounts or referring the client to other internal specialists.