Financial Services Specialist-North Gulf Coast - Belleair Bluff
Company: Truist Financial Corporation
Posted on: May 12, 2022
The position is described below. If you want to apply, click the
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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:
Language Fluency: English (Required)
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
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
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
Perform more complex transactions (with assistance as necessary)
such as: large commercial deposits, close out transactions, cash
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
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.
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
High school diploma or equivalent education and related
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
Associate's degree, or equivalent education and related
- 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
Keywords: Truist Financial Corporation, Largo , Financial Services Specialist-North Gulf Coast - Belleair Bluff, Accounting, Auditing , Largo, Florida
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