Wealth Solutions Center Service Specialist

We are looking for an outgoing, customer-oriented individual to join our team as a Wealth Solutions Center Service Specialist at Truist Financial. In this role, you will be responsible for providing excellent customer service to clients seeking financial advice and assistance. You will need excellent communication skills, a customer-focused attitude, and the ability to think on your feet to provide the best service possible. If you are a team player with a passion for helping people, we would love to hear from you! The successful candidate will possess a Bachelor's degree in finance or accounting and have at least two years of experience in a financial services role. You should have a thorough understanding of financial products and services and be able to provide sound advice to clients. Additionally, you should have excellent problem-solving and conflict-resolution skills and be comfortable working under pressure. A professional demeanor and a commitment to providing exceptional customer service are essential for success in this role.

Responsibilities of the Wealth Solutions Center Service Specialist:

• Provide excellent customer service to clients seeking financial advice and assistance.

• Maintain a professional demeanor and commitment to providing exceptional customer service.

• Develop sound advice to clients based on a thorough understanding of financial products and services.

• Maintain a customer-focused attitude and think on your feet to provide the best service possible.

• Work collaboratively with team members to ensure that all customer service needs are met.

• Use problem-solving and conflict-resolution skills to resolve customer issues.

• Remain calm and composed in high-pressure situations.

• Demonstrate a willingness to learn and stay up-to-date on financial products and services.

• Ensure compliance with state and federal regulations.

According to JobzMall, the average salary range for a Wealth Solutions Center Service Specialist in Charlotte, NC, USA is between $33,600 and $65,100 per year. The salary range can vary depending on experience, qualifications, and other factors.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.