Treasury Solutions Client Support Specialist at Truist (Charlotte, NC)

| Charlotte, NC
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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

This role provides ongoing support to internal teammates and external commercial clients for all Treasury Solutions 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 Treasury 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. Reports directly to a Treasury Solutions Client Support Manager

Essential Duties and Responsibilities

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.

SPANISH PREFERRED - 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.

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.

Maintain a strong working knowledge of Treasury Services/Products while participating in trainings to stay proficient including product knowledge, systems, processes, procedures and guidelines.

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 client requests and issues by submitting cases/tickets and escalate 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 escalate 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 Treasury Solutions Client Authentication standards for all incoming requests from client (external) and teammates (internal).


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or equivalent.

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.

Three years of banking experience, two of which are in a treasury-related role.

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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
More Information on Truist
Truist operates in the Fintech industry. The company is located in Charlotte, NC. Truist was founded in 2019. It has 12339 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 442 open jobs at Truist, click here.
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