Specialty Care-Private Wealth
Posted on: 6 Apr 2021
Cookeville, TN
Job Description
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsibilities include resolving routine and complex client inquiries for a variety of SunTrust Bank products and services while providing a positive client experience that leads to improved satisfaction and potential expansion of the clients relationship. Responsible for delivering best in class service via strong verbal and written communication skills. Must demonstrate substantial knowledge of SunTrust Bank products, services, systems, policies and operational guidelines. Teammates in this role will be expected to own the entirety of the clients issue, up to and within all of their trained abilities and standard operating authority limitations. Understand and execute problem escalation procedures as needed. Teammates are expected to attend ongoing training progressively handling more skills that span the breadth of all specialties and servicing functions. This includes but is not limited to, private wealth servicing, portfolio view, online and mobile banking digital support, loan servicing, consumer and commercial credit card servicing, card security, debit and credit card fraud, paper check, wire, ACH, mobile and identity theft fraud. Teammates are expected to stay current on all procedure changes and execute them with a high degree of accuracy; proficiency will be measured through ongoing knowledge checks, skill assessments, performance monitoring, client feedback and systemic controls.
Provide outstanding, personalized service to all of our clients by building rapport and make every attempt at providing first call resolution.
Assist clients with inquiries and/or problem resolution in a professional and composed manner.
Act in accordance with SunTrusts purpose of Lighting the Way to Financial Well-Being with every client interaction by looking for ways to leverage the clients relationship with us through banking/financial education and the offering/referral of banking solutions to fill clients expressed and unexpressed needs. (Banking solutions could include changing of account types, the opening of new accounts such as demand deposits, timed deposits, credit cards, balance transfers, etc.)
Inform and educate clients on their self-service options through various SunTrust technologies to improve their individual banking experience.
Follow established policies, procedures, guidelines, regulations and laws to protect both our clients and SunTrust Bank from any unnecessary risk.
Following a daily set schedule that will require having efficient time management skills as well as a careful attention to detail.
Work effectively as a team member.
Act as client advocates and work to log and track client complaints and feedback in regards to SunTrust Bank, our teammates, products and vendors
SunTrust Banks
Atlanta, GA
SunTrust Banks, Inc. operates as the holding company for SunTrust Bank that provides various financial services for consumers, businesses, corporations, institutions, and not-for-profit entities in the United States. It operates in two segments, Consumer and Wholesale. The Consumer segment provides deposits and payments; home equity and personal credit lines; auto, student, and other lending products; credit cards; discount/online and full-service brokerage products; professional investment advisory products and services; and trust services, as well as family office solutions. This segment also offers residential mortgage products in the secondary market.
The Wholesale segment provides capital markets solutions, including advisory, capital raising, and financial risk management; asset-based financing solutions, such as securitizations, asset-based lending, equipment financing, and structured real estate arrangements; cash management services and auto dealer financing solutions; investment banking solutions; and credit and deposit, fee-based product offering, multi-family agency lending, advisory, commercial mortgage brokerage, and tailored financing and equity investment solutions. This segment also offers treasury and payment solutions, such as operating various electronic and paper payment types, which comprise card, wire transfer, automated clearing house, check, and cash; and provides services clients to manage their accounts online.
The company offers its products and services through a network of traditional and in-store branches, automated teller machines, Internet, mobile, and telephone banking channels. As of December 31, 2018, it operated 1,218 full-service banking offices located in Florida, Georgia, Virginia, North Carolina, Tennessee, Maryland, South Carolina, and the District of Columbia. SunTrust Banks, Inc. was founded in 1891 and is headquartered in Atlanta, Georgia.
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IndustryBanking/Financial Services
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No. of Employees22,899
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Website
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Jobs Posted2598
