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Featured Employers
Account Services
Company: Lightstream a division of Truist Financial Corporation
Location: San Diego, CA
Employment Type: Full Time
Date Posted: 06/14/2021
Expire Date: 08/14/2021
Job Categories: Banking, Customer Service and Call Center, Financial Services, Sales
Job Description
Account Services
Account Service Representatives (ASRs) provide support to current and potential LightStream clients, primarily in the form of email and phone correspondence and must have a thorough understanding of all servicing procedures and processes.

Qualifications & Requirements
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.

Answer incoming phone calls and perform outbound calls, as necessary.

Calls may be from clients, potential clients, or third parties.

Teammates must assist any caller based off their needs.

Provide the Perfect Client Experience (PCE), regardless of the nature of the call.

Respond to emails to assist clients and non-clients with their inquiries utilizing the PCE model.

Handle intermediate Account Services work items.

Teammates are expected to thoroughly review and perform all necessary steps for any items with minimal guidance.

Meet/exceed monthly performance requirements as evidenced by Ongoing and QC Reviews.

Required Qualifications:

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.

High school diploma or equivalent education and related training or experience

Ability to work in a fast-paced, multitasking, and team-oriented environment

Strong verbal and written communication skills

Ability to focus on tasks at hand, interpret information logically to solve problems, and answer questions via phone and email appropriately



Preferred Qualifications:

Bachelor’s Degree Call Center Experience Customer Service Experience

Contact Information
Contact Name: Elaine Guthrie
Contact Email: Elaine.Guthrie@truist.com
Website: https://bbt.wd1.myworkdayjobs.com/C...
Company Description:
At Truist, we’re creating an inclusive and energizing environment that empowers teammates to learn, grow, and have meaningful careers. The Truist purpose is to inspire and build better lives and communities. Every day, the pursuit of better drives us—to empower clients with more choice, teammates with more fulfillment, and communities with more hope. Make a move. Make a difference. Join us, and define your career for better.
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