Truist Financial

3 days ago

Wholesale Payments Client Support Specialist I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Provide ongoing support to internal teams and external commercial clients for Wholesale Payments products and services. Handle client inquiries via phone and email, resolve general technical issues, and research service issues under moderate supervision. Document interactions in workflow and case management tools, meet performance metrics and service level agreements, and protect client information by following authentication and risk standards. Escalate complex or critical requests appropriately and continuously improve processes.

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Entry level

Key Responsibilities

•Research and respond to internal/external client inquiries through appropriate channels with accurate guidance under direct supervision.
•Document client interactions accurately and timely via workflow systems and specified case management tools.
•Listen, analyze, and resolve assigned inquiries; resolve immediately or escalate appropriately.
•Maintain a working knowledge of Wholesale Payments products/services by participating in trainings and staying proficient in processes, procedures, and guidelines.
•Meet performance metrics and service level agreements, communicate and escalate concerns/risks, and protect client information by following authentication procedures.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401k

Key Requirements

•High school diploma or equivalent.
•Two years of banking experience, preferably call center or equivalent phone-related experience.
•Work independently with strong organization, versatility, and time management in a sometimes-high-pressure environment.
•Excellent written and oral communication skills, including writing business correspondence and communicating professionally by phone.
•Proficient in MS Office (Word, Excel, Outlook) and Internet use, with ability to adapt to a changing environment.

Experience:2+ yearsBankingCall center

Education:High School

Skills:CommunicationTime managementAdaptabilityJudgmentIndependence

Languages:English

Tech Stack:MS OfficeWordExcelOutlookSalesforceInternet

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

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Truist Financial

3 days ago

Wholesale Payments Client Support Specialist I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Entry level

Key Responsibilities

•Research and respond to internal/external client inquiries through appropriate channels with accurate guidance under direct supervision.
•Document client interactions accurately and timely via workflow systems and specified case management tools.
•Listen, analyze, and resolve assigned inquiries; resolve immediately or escalate appropriately.
•Maintain a working knowledge of Wholesale Payments products/services by participating in trainings and staying proficient in processes, procedures, and guidelines.
•Meet performance metrics and service level agreements, communicate and escalate concerns/risks, and protect client information by following authentication procedures.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401k

Key Requirements

•High school diploma or equivalent.
•Two years of banking experience, preferably call center or equivalent phone-related experience.
•Work independently with strong organization, versatility, and time management in a sometimes-high-pressure environment.
•Excellent written and oral communication skills, including writing business correspondence and communicating professionally by phone.
•Proficient in MS Office (Word, Excel, Outlook) and Internet use, with ability to adapt to a changing environment.

Experience:2+ yearsBankingCall center

Education:High School

Skills:CommunicationTime managementAdaptabilityJudgmentIndependence

Languages:English

Tech Stack:MS OfficeWordExcelOutlookSalesforceInternet

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn