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Financial Services Specialist-North Gulf Coast - Belleair Bluff

Company: Truist Financial Corporation
Location: Largo
Posted on: May 12, 2022

Job Description:

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Participate in daily operational function of branch, responsible for delivery of superior quality teller service to clients while adhering to corporate, regulatory and audit guidelines. Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Cross-trained to support basic sales and service transactions.
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.


  • 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.

    QUALIFICATIONS
    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 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

    Preferred Qualifications:


  • Associate's degree, or equivalent education and related training

  • One year of client sales and service experience

    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

Keywords: Truist Financial Corporation, Largo , Financial Services Specialist-North Gulf Coast - Belleair Bluff, Accounting, Auditing , Largo, Florida

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