Wealth Omni Digital Support Analyst
Wealth Omni Digital Support Analyst
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1 Vacancy
Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Part of a team that provides exceptional client support servicing and problem resolution expertise in regards to digital experiences both retail and investment. Act as liaison between client wealth team and other internal partners.ESSENTIAL DUTIES AND RESPONSIBILITIES
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.
1. Provide primary digital service support for clients and advisors thru phone and electronic service requests. Support ranging from (but not limited to) enrollment password resets account visibility features and functionality and navigation.
2. Subject matter expert on digital products processes and programs.
3. Proficient ability to find specialized solutions for clients that have more complicated financial needs while remaining compliant with the existing branch operations manual audit and regulatory framework.
4. Establish and maintain excellent working relationships with advisors and internal partners to achieve the needs of clients.
5. Assess and provide feedback on digital platforms and participate in improvement projects as necessary including providing business rules testing support and training on new enhancements
6. Provide input into the creation and distribution of internal (teammate) and external (client) communications and training programs.
7. Enter and maintain accurate documentation for each client interaction.
8. Maintain required performance standards (e.g. quality productivity behaviors)
QUALIFICATIONS
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.
1. Bachelors Degree and/or Equivalent Experience/Education
2. One year of experience in the digital (web/mobile) or support team member
3. Strong digital and technical skills interest and aptitude
4. Ability to communicate complex information simply
5. Excellent verbal and written communication skills
6. Organized and responsive with the ability to handle multiple tasks simultaneously.
7. Empowered selfstarter that takes ownership of their learning and has the ability to retain the information.
8. Growth mindset
9. Ability to function in team environment while independently leveraging resources to find solutions.
Preferred Qualifications:
1. Bachelors degree in business accounting finance or banking
2. Two or more years of related client service experience (e.g. banking investment finance)
3. Three years of digital product management or sales experience
4. Technology/software product development or project team experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
IC
Employment Type
Full-Time
