Financial Services Specialist FT 40 hours Hilton Head

Financial Services Specialist FT 40 hours Hilton Head

Specific information related to the position is outlined below.

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Regular or Temporary:
Regular
Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)
Please review the following job description:
Participate in daily operational function of Branch, being responsible for delivery of superior quality service 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.

Deliver superior quality service in-person or by phone, identifying and understanding the client’s financial needs.

Proactively engage clients in conversation, assisting with making appropriate product recommendations, opening and servicing basic accounts or referring the client to a financial partner.
Note: Branch Banker levels I and II will be differentiated primarily based upon experience and operational and servicing complexity.

Branch Banker levels I and II will generally be asked to provide basic sales and service support to clients.
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. Perform transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. 
2. Perform more complex transactions (with assistance as necessary) such as:
a. large commercial deposits;
b. close out transactions;
c. cash advances.
3. Provide professional client service, which includes, but is not limited to: performing accurate transactions, welcome the client, smiling, using the client’s name during the transaction, and thanking each client for his or her business.
4. Handle proportionate volume of work based on branch demands.
5. Adhere to internal controls, operational procedures as outlined in Branch Operations Manual (BOM), and risk management policies.

Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines.
6. Support team sales process by making client calls, checking for client offers, and identifying client needs or opportunities fulfilling the need or referring the client to the appropriate branch team members or specialist.
7. Ensures high-level of client service by performing basic client service maintenance (e.g.

account reconciliation, address changes, stop payments, transfer, processing check orders). 
8. Serve as secondary (back-up) contact for new account openings and problem resolution, cross-selling or referring applicable products and services to clients and prospects.
9. Continue to grow in role and support team sales efforts by attending weekly sales, service, and product knowledge meetings.
10. Responsible for attending applicable training classes and completing computer-based training.

Required Skills and Competencies:
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. Ability to speak fluent English
6. Ability to complete Bank training required for Branch Bankers
7. Ability to lift a minimum of 30 lbs
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
9. Ability to work weekends and/or extended hours and regular; reliable attendance is critical
10. Ability to travel, occasionally overnight

Desired Skills:
1. Associate’s degree, or equivalent education and related training.
2. One year of client sales or service experience

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Drug Free Workplace.

Thank you for your interest in Truist!

BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country.

You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site.

All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Thank you for your interest in Truist!

BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country.

You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site.

All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

Assistance for Persons with Disabilities

If you are an individual with a disability or a disabled veteran who is unable to use our online tools to search and apply for jobs, you may request a reasonable accommodation by contacting us at 1-877-891-2510 or by email at careers@truist.com .

This option is reserved for individuals who are unable to use or require assistance with the online tools as the result of a disability and is not intended for other purposes.

E-Verify

Truist participates in E-Verify.

In compliance with federal law, all candidates to whom a conditional offer of employment is made will be required to verify their identity and employment eligibility before beginning work at Truist.

Please read the attached notices for important information about E-Verify.

Notice to Staffing Agencies, Placement Services, and Professional Recruiters

Truist Financial Corporation and its affiliates and subsidiaries have an internal Talent Acquisition Division.

Truist may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters (“Recruiters”).

Recruiters are hereby specifically directed NOT to contact Truist employees directly in an attempt to present candidates
– Truist’s Talent Acquisition Division must present ALL candidates to hiring managers.

To protect the interests of all parties, Truist will not accept unsolicited resumes from any source other than directly from a candidate.

Any unsolicited resumes sent to Truist, including unsolicited resumes sent to a Truist mailing address, fax machine or email address, directly to Truist employees, or to Truist’s resume database will be considered Truist property.

Truist will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.

Truist will consider any candidate for whom a Recruiter has submitted an unsolicited resume to have been referred by the Recruiter free of any charges or fees.

Recruiters must obtain advance written approval from Truist’s Talent Acquisition Group Manager to submit resumes, and then only in conjunction with a valid fully-executed contract for service and in response to a specific job opening.

Truist will not pay a fee to any Recruiter that does not have a signed Truist vendor agreement in place, dated no later than one year before the date of the resume submission in question.

Recruiting vendor agreements will only be valid if in writing and signed Truist’s Talent Acquisition Group Manager or his or her designee.

No other Truist employee is authorized to bind Truist to any agreement regarding the placement of candidates by Recruiters.

Truist hereby specifically rejects, and denies any liability under, any agreement purporting to be accepted based on negative consent, negotiation with a candidate, performance, or any means other than the signature of Truist’s Talent Acquisition Group Manager.

BY SUBMITTING A CANDIDATE TO TRUIST, RECRUITERS AGREE TO BE BOUND BY AND COMPLY WITH THIS POLICY.

Equal Opportunity Employer

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Drug Free Workplace.

We’re still hiring
– it just looks a little different.

For safety reasons, we’ve started using a lot more technology in our interview process.

Here’s