Suntrust Employment – Financial Services Specialist

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.

Job Responsibilities:

• 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.
• 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.
• 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.
• Perform more complex transactions (with assistance as necessary) such as: large commercial deposits, close out transactions, cash advances.
• 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.
• 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.
• 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.

Job Requirements:

• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• Associate’s degree, or equivalent education and related training
• One year of client sales and service experience
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• High school diploma or equivalent education and related training
• Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time restraints

Job Details:

Company: SunTrust

Vacancy Type: Full Time

Job Location: St. Petersburg, FL, US

Application Deadline: N/A

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