SunTrust Banks Client Service Specialist Specialized Team - Senior, Private Wealth Management (Augusta, GA) in Augusta, Georgia
Req ID: W453204
This position supports advisors and CSSs with the fulfillment of operational requests. This team plays a critical role in providing operational expertise and executional support for requests including but not limited to those related to account and loan opening/maintenance/closing and wires. This position is part of the Specialized CSS Team and is not assigned to a particular advisor or partner. Partners with Operations teams to ensure timely fulfillment of requests. Liaises with CSSs to gather additional information and clarify requests as needed. Uses workflow tools to receive and track status of requests. Strong product and procedural knowledge, and complies with all compliance and risk management policies and procedures associated with the role. Qualifications
Knowledge, Education, Certification, Licenses Required: Undergraduate degree or equivalent experience.
Preferred: Undergraduate degree in Accounting, Finance or Business.
Skills and Abilities Required: Excellent organizational skills with the ability to work on numerous tasks simultaneously. Expert Microsoft Office Suite skills. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities. Strong knowledge of banking and trust systems. Strong oral and written communication skills.
Preferred: Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings.
Experience Required: 5 years previous banking or other financial institution experience, including 5 years client support experience.
Preferred: 7 plus years supporting high net worth clients with complex needs. Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
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