Customer Service Representative I-II

Truist Financial • Greensboro, NC

136d

About The Position

Provide our clients with exceptional customer service by a variety of channels to internal and external clients accurately, professionally, and courteously, while adhering to bank policies and procedures. Handles a variety of basic mortgage servicing inquiries, identifying client needs to open/refer products and services.

Requirements

• High school diploma or GED.
• Strong communication (verbal and written) and interpersonal skills to fully identify client needs and resolve them with minimal client effort.
• Ability to work with confidential information in a professional manner.
• Ability to adapt to change and work in a fast paced environment.
• Basic computer navigation and keyboarding skills, including ability to multi-task and navigate between multiple systems.

Nice To Haves

• Prior customer service experience in a call center environment.

Responsibilities

• Answer inbound client calls timely, accurately, professionally and courteously.
• Maintain required performance standards in quality, attendance, promptness and identifying client needs.
• Assist in the resolution of client needs.
• Ensure the security of client information and assist with minimizing bank losses by performing client authentication on each inquiry.
• Identify possible identity theft and fraud and escalate as appropriate.
• Accurately identify and track the call reason for solving client needs, support ongoing teammate training, forecasting and trending purposes.
• Engage with clients to understand their needs and leverage Truist products and services to best meet client expectations.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status)
• 10 sick days (also prorated)
• Paid holidays

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees