Association Services Commercial Specialist I

Truist•Saint Petersburg, FL

23h•Onsite

About The Position

Provide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and emails in a professional and courteous manner.

Requirements

High School diploma or equivalent
One (1) year of client service experience
Ability to write and verbally communicate in a clear and concise manner
Detailed-oriented with the ability to multi-task
Effective listening and problem-solving skills
Demonstrated proficiency in basic computer applications such as Microsoft Office, Word
Proven interpersonal relationship characteristics

Nice To Haves

Banking Experience
Bilingual

Responsibilities

Process a high volume of service requests according to ASD procedures and processes (e.g. open and close accounts, account maintenance, issue official checks, statement and lockbox research).
Handle a high volume of incoming and outgoing calls, e-mails and faxes.
Assist in Switchboard as needed.
Acquire a working knowledge of internal department applications to assist with client inquires.
Deliver excellent client service by responding to client inquiries and service requests in a reliable, responsive, empathetic and competent manner.
Professionally address client complaints, escalate to supervisor when needed while adhering to the Bank’s complaint monitoring process.
Enhance personal and professional growth by developing an understanding of all area’s functions within Association Services.
Participate in required/voluntary training, education, meetings and events.
Ensure confidentiality of client information and minimize risk by following Bank’s authentication process, Code of Ethics and other related policies while maintaining ethical behavior at all times.