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Call Center--Specialty Care Specialist (Private Wealth)

Company: SunTrust
Location: Cookeville
Posted on: June 10, 2021

Job Description:

Responsible for incoming calls from clients and teammates with questions regarding products, procedures, systems or policies. Utilize all available tools and resources to maintain client satisfaction, track all unresolved issues accurately, to ensure timely follow up and resolution. Help bring resolution to moderate and complex banking problems within guidelines and policies. May use multiple skills during client interactions. Identifies and offers banking solutions to fulfill the client's expressed and unexpressed needs.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.1. Provide industry leading, personalized service to all clients by building rapport and providing timely solutions and/or alternatives.2. Assist clients with inquiries and/or problem resolution in a professional and composed manner.3. Provide banking solutions for clients expressed and unexpressed needs. (Banking solutions could include changing of account types, the opening of new accounts such as demand deposits, time deposits, credit cards, balance transfers, new loans/lines of credit e.g., mortgage referrals, secured and unsecured lending or refinancing existing loans for more competitive rates or payments, etc.)4. Inform and educate clients on self-service options through various Truist technologies to improve their individual banking experience.5. Follow established policies, procedures, guidelines, regulations and laws to protect both our clients and Truist from any unnecessary risk.6. Continued training in multiple lines of business to be able to work in multiple skill sets simultaneously.7. Follow a daily set schedule that will require having efficient time management skills as well as a careful attention to detail.8. May support Consumer, Small Business and Private Wealth Clients with products including: Digital/e-Services, Credit and Debit Cards, Mortgages, Loans, Demand Deposit, Time Deposit and Retirement accounts.QUALIFICATIONSRequired 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.1. High School diploma, or equivalent education and related training or experience2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)3. Skills: Proficiency in Computer Applications (Windows, MS Office, etc.), Technical, Interpersonal, Problem Solving and ability to work efficiently across multiple platforms.4. Proficiency in written and verbal communications (including grammar and spelling).5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.Preferred Qualifications:1. Prior experience in referring products, solutions, etc. to clients2. Prior experience working in a call center, financial services or high volume/fast-paced work environment3. Background in supported department/product4. College degree.

Keywords: SunTrust, Murfreesboro , Call Center--Specialty Care Specialist (Private Wealth), Other , Cookeville, Tennessee

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