Truist

Dedicated Support Specialist II

Truist

full-time

Posted on:

Location Type: Office

Location: Charlotte • North Carolina • United States

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About the role

  • Provide white glove service to assigned clients by understanding their business, key company contacts, how Treasury Solutions and Deposit services are utilized, preferred communication channels, and desired level of detail and style in responses.
  • Listen, analyze and resolve assigned client inquiries. Respond in a professional, timely, and accurate manner by either resolving immediately or escalating appropriately.
  • Leverage Wholesale Payments knowledge and expertise and utilize the resources available to address and resolve complex level client requests.
  • Generally covers mid- to large-sized or moderately complex clients, accounts, or internal relationships.
  • Be the resident subject matter expert on the department’s software systems and procedures for the implementation, delivery, and support of Deposit and Treasury products.
  • Routinely assist management in the planning and directing daily processing activities within Client Services to ensure appropriate staffing and production levels are maintained to meet established deadlines.
  • Provide distinctive, secure, and successful client experiences by building strong professional working relationships, anticipating client requests, and protecting client information.
  • Assess requests that are critical and/or beyond the standard resolution process and escalate 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.
  • Routinely uses significant judgement on moderate to complex business issues and exhibits ownership and accountability when resolving with minimal supervision.
  • Support internal teammate inquiries regarding implementation, servicing and fulfillment requests including status updates.
  • Ability to prioritize and manage numerous complex tasks quickly, accurately, and efficiently in a fast-paced environment and under deadline pressure.
  • Utilize expertise, internal and external business resources to resolve issues effectively and maintain deadlines.
  • Provide visibility and transparency to internals regarding request status throughout.
  • Use good judgment to balance internal needs, internal processes, and a variety of other contingencies/considerations.
  • Partner to manage and/or escalate concerns and reduce basic operational, process, and compliance risk.
  • Execute with precision and accountability by following policies and procedures.
  • Participate in client consultations, as necessary, to enhance sales opportunities or address servicing issues.
  • Monitor and manage queues for service requests submitted through various channels, including case management and Outlook mailboxes.
  • Routinely contribute to review, update, and establishment of new procedures.
  • Maintain strong and open partnerships with Sales, Relationship Managers, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.

Requirements

  • Bachelor’s Degree in a business-related field or equivalent education and related training.
  • Five years of banking experience, two of which are in a treasury-related role, with 1+ years of in-depth experience with treasury services from a product, sales, technical, or operational perspective.
  • Must be able to work independently and as a team, be well organized, display good time management skills and able to accept multiple time sensitive responsibilities in a sometimes-high pressure environment, maintaining composure and a positive attitude.
  • Excellent written and verbal communication skills supporting a highly professional image with the ability to communicate professionally over the telephone or in person, as well as the ability to write business correspondence as needed.
  • Ability to manage daily activities in a fast-paced, changing environment.
  • Make responsible decisions and use sound judgment when communicating with clients.
  • Strong organizational skills with the ability to provide consistent attention to detail.
  • Ability to interact with integrity and a high level of professionalism with all levels of clients, teammates and management.
  • Knowledgeable of bank operations, risk and controls, and operational risk management methodologies.
  • Proficient in MS Office applications including Word, Excel, and Outlook, and well as proficiency using the Internet.
Benefits
  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation
  • 10 sick days
  • paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
banking experiencetreasury servicescase managementoperational risk managementbusiness correspondencetime managementattention to detailclient consultationsservice level agreementsproblem resolution
Soft Skills
professional communicationorganizational skillsjudgmentteamworkindependencecomposure under pressurerelationship buildingaccountabilityadaptabilityclient service
Certifications
Bachelor’s Degree in business-related field