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Truist Association Services - Client Service Rep II in Saint Petersburg, Florida

Req ID: R0063322

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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:

Provide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.

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.

Assist in the administration and coordination of specialized software for Association Services Web Vault, Web Plus and Online Payments. Provide excellent service to external and internal clients in a non-client facing environment across the footprint. Ability to handle high volume of incoming and outgoing telephone calls and emails. Provide training for new/existing relationships and staff on the Web Vault application. Retain all appropriate reports and supporting documentation according to bank and ASD standards.

Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research).

Provide support to the Association Services Relationship Sales Managers and management team.

Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard when needed.

Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture).

Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires.

Serve as a mentor to less experienced teammates.

Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank’s complaint monitoring process.

Ensure confidentiality of client information and minimize risk by following Bank’s authentication process, Code of Ethics and other related policies. Maintain ethical behavior at all times.


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

Three (3) years of client service and operational experience in financial industry

Strong verbal and written communication skills

Detailed-oriented with the ability to multi-task

Effective listening and problem-solving skills

Demonstrated proficiency in basic computer applications such as Microsoft Office, Word

Proven interpersonal relationship characteristics

Preferred Qualifications:

Associate’s degree


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

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