Brokerage Service Representative
Posted on: 26 Feb 2021
Charlotte, NC
Job Description
Job Description :
Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?
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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:
Handles inbound service calls from customers, while looking for sales referral opportunities for personal banking products and services. Answers customer questions within set standards.
Resolves problems and complaints customers may have about banking products and services. Subject matter expert on bank/LOB products.
Receives and resolves the most complex calls. Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader.
Assists with the training of less experienced Service Reps in his/her own subject area of expertise. May support Specialty Customer Care clients by providing back up to Relationship Managers. These clients are typically Private Banking, Investment, and Commercial clients.
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Minimum requirements: Holds FINRA Series 7 and 63 or 66 registrations; has maintained continuing education coursework to keep licenses and/or registrations in good standing.
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.
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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.
BB&T
Winston-Salem, NC
BB&T Corporation, a holding company, provides banking and trust services for small and mid-size businesses, public agencies, local governments, corporations, and individuals in the Southeastern and Mid-Atlantic United States. The company operates through four segments: Community Banking Retail and Consumer Finance, Community Banking Commercial, Insurance Holdings, and Financial Services and Commercial Finance. Its deposit products include noninterest-bearing checking, interest-bearing checking, savings, and money market deposit accounts, as well as certificates of deposit and individual retirement accounts. The company also provides funding; asset management; automobile lending; bankcard lending; consumer finance; home equity and mortgage lending; insurance, such as property and casualty, life, health, employee benefits, commercial general liability, surety, title and other insurance products; investment brokerage; mobile/online banking; and payment, lease financing, small business lending, and wealth management/private banking services.
In addition, it offers association, capital market, institutional trust, insurance premium and commercial finance, international banking, leasing, merchant, commercial deposit and treasury, commercial middle market lending, floor plan lending, commercial mortgage lending, mortgage warehouse lending, private equity investment, real estate lending, and supply chain financing services. Further, the company provides retail brokerage, equity and debt underwriting, investment advice, and corporate finance, as well as facilitates the origination, trading, and distribution of fixed-income securities and equity products.
It also offers discount brokerage services, equities, fixed-rate and variable-rate annuities, mutual funds, and government and municipal bonds. As of December 31, 2018, the company operated through approximately 1,879 financial centers. The company was founded in 1872 and is headquartered in Winston-Salem, North Carolina.
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IndustryBanking/Financial Services
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No. of Employees35, 851
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Website
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Jobs Posted2426
