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R0052193 - Financial Services Specialist - Columbia East

Truist
Columbia, MD
  • Expired: over a month ago. Applications are no longer accepted.
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. 

1. 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.
2. Perform more complex transactions (with assistance as necessary) such as: large commercial deposits, close out transactions, cash advances.
3. 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.
4. 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.
5. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. 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.
7. 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.
8. 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.
1. High school diploma or equivalent education and related training
2. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
3. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
4. Ability to multi-task under time restraints
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1. Associate's degree, or equivalent education and related training
2. One year of client sales and service experience

Company Description
BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more.

We believe diverse teams enhance the creativity and innovation that Truist needs to be a leading financial institution. We also work tirelessly to advance diversity, equity, and inclusion in and outside our walls.

Truist

Why Work Here?
SunTrust & BB&T have merged to become Truist - the nation's 6th largest bank! Outstanding benefits & career growth opportunities within!

BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. We believe diverse teams enhance the creativity and innovation that Truist needs to be a leading financial institution. We also work tirelessly to advance diversity, equity, and inclusion in and outside our walls.

Address

Columbia, MD
USA

Industry

Finance and Insurance

Website

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