client service representative

Veterinary Specialty Hospital of Palm Beach Gardens

<div>Description
Veterinary Client Service Representative
Veterinary Specialty Hospital of Palm Beach Gardens
Palm Beach Gardens, FL 
Full time: Sunday-Tuesday 8a-8p-some flexibility with days 
Who we are
Veterinary Specialty Hospital of Palm Beach Gardens, a Thrive Pet Healthcare partner, is an Emergency/Specialty hospital located in Palm Beach Gardens, FL. Our specialty departments include Behavior, Emergency and Critical Care, Cardiology, Dermatology, Internal Medicine, Oncology, and Surgery/Orthopedics.
Our hospital has a friendly and collaborative work environment. We pride ourselves on our teamwork, empathy, and accountability.
We are open 24/7/365 serving the Palm Beach Gardens area.
Veterinary Specialty Hospital of Palm Beach Gardens is looking for a Veterinary Client Service Representative to join us in delivering our mission to help pets and people in our community by offering compassionate, customized care.
Qualifications:<ul><li>
Previous veterinary client service experience REQUIRED</li><li>
enjoys connecting with people</li><li>
wants to be an ambassador for quality pet care</li><li>
has a flexible schedule</li><li>
believes in open communication, respect, compassion, teamwork, and a positive attitude</li></ul>
As the face of our hospital, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. CSR combines customer service with sales skills to develop the relationships we have with our clients, as well as positively impacting our business.
Responsibilities:<ul><li>
Greeting visitors, answering telephones, and guiding clients</li><li>
Scheduling and confirming appointments</li><li>
Placing outbound calls for follow-ups and reaching out to prospective clients</li><li>
Presenting and explaining fees, including processing payments</li><li>
Recommending, selecting, and obtaining products and services, including prescriptions</li><li>
Answering questions regarding products, services, general animal husbandry, and non-medical pet care</li><li>
Managing medical records, charts, reports, and correspondence</li><li>
Hospital maintenance (including removal of animal waste) and ensuring that the facility is neat and clean</li></ul>
You&rsquo;ll Grow With Us
Here, you can grow your career as best fits you through access to comprehensive learning and skillset programs. You can build your skills and earn credentials through:<ul><li>
Our vast, diverse, and free library of continuing education courses - ThriveU</li><li>
Live, virtual interactive workshops to develop valuable leadership skills</li><li>
A program designed to teach you the fundamentals of running a pet hospital
</li></ul>Benefits &ndash; Our Care In Action
Thrive offers a suite of benefits to support team members&rsquo; emotional, physical, professional, and financial wellbeing. In addition to our health and life insurance, and short- and long- term disability plans, we offer eligible team members:<ul><li>
Competitive compensation-based on experience</li><li>
401(k) with employer match</li><li>
Mental health resources, including easy access to therapy through Lyra Health</li><li>
Paid parental leave</li><li>
Purr-ental leave for when you adopt a pet</li><li>
Subsidized backup childcare and elder care</li><li>
Expert advice, support and network discounts for fertility and family planning</li><li>
FREE CE courses</li><li>
Pet perks and veterinary service discounts</li><li>
Student loan support tools and assistance</li><li>Some benefits shown are only for full-time team members who work 30 hours or more per week. Certain Benefits may be subject to waiting periods or length of service requirements.</li></ul>
Compensation is negotiable based on credentials and experience with an approximate hourly pay rate of $20/ hour. The actual rate offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location.
About Thrive
Thrive Pet Healthcare creates the future of pet well-being through medical excellence, innovative technology, and a connected community of teams and partners. Today, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care. Thrive invests in its people&mdash;through mentorship, leadership programs, continuing education, and well-being initiatives&mdash;so teams can grow and feel supported. For pet owners, convenient solutions such as a mobile app, Thrive Plus membership, HereFurYou Helpline, online booking, and flexible financial options make accessing quality care simpler&mdash; giving families the peace of mind their pets deserve. Learn more at thrivepetcare.com.
We welcome you to join our story and join where #WeThriveTogether.</div>

Veterinary Client Service Representative

Patriot Growth Insurance Services

<div>About American Benefit Administrators (ABA), A Division of Patriot Growth Insurance Services: American Benefit Administrators is a Third-Party Administrator of employee benefit programs. ABA services include FSA/DCA administration, HRA, HSA, Commuter/Parking Administration and COBRA administration. ABA is committed to offer clients more than standard services and understands one size doesn&rsquo;t fit all. ABA believes firmly in customer service and is dedicated to providing more than just benefits.
Position Overview: We are seeking a customer-focused and detail-oriented Customer Service Representative to join our team. This role is responsible for providing exceptional service and support to participants by answering questions, resolving issues, and educating customers on available products and services. The ideal candidate is a strong communicator who enjoys helping others, thrives in a fast-paced environment, and is committed to delivering a positive customer experience. This position plays an important role in supporting participant satisfaction, maintaining compliance standards, and ensuring high-quality service delivery.
Work Arrangement: This is a full-time position working in our office located in Birmingham, AL.
Professional Responsibilities:
<ul><li>Respond to customer inquiries via phone and email, providing accurate, professional, and timely information regarding products and services.</li>
<li>Troubleshoot customer concerns, identify appropriate solutions, and follow through to ensure successful resolution and customer satisfaction.</li>
<li>Handle inbound and outbound communications in a professional, courteous, and service-oriented manner.</li>
<li>Educate participants on available products, services, and benefit-related offerings while providing clear guidance and support.</li>
<li>Maintain compliance with HIPAA requirements and confidentiality standards when handling sensitive information.</li>
<li>Meet or exceed established customer service performance metrics, goals, and quality standards.</li>
<li>Develop and maintain a strong understanding of agency products, services, processes, and customer support resources.</li>
<li>Participate in ongoing training and professional development opportunities to enhance knowledge and service capabilities.</li>
<li>Assist with training and mentoring team members by sharing knowledge, best practices, and process guidance as needed.</li>
<li>Accurately document customer interactions, inquiries, and resolutions within applicable systems.</li>
<li>Collaborate with internal departments to resolve customer issues and support operational initiatives.</li>
<li>Contribute to a positive, team-oriented environment focused on continuous improvement and service excellence.</li>
</ul>
Qualifications and Requirements:
<ul><li>0-3 years of customer service, call center, participant support, or related experience.</li>
<li>High School Diploma or GED required.</li>
<li>Familiarity with employee benefits programs and benefit-related concepts preferred.</li>
<li>Experience in the employee benefits or insurance industry preferred.</li>
<li>Associate&rsquo;s or Bachelor&rsquo;s degree in Business Administration or a related field preferred.</li>
<li>Strong critical thinking and problem-solving skills with the ability to evaluate situations and identify appropriate solutions.</li>
<li>Excellent attention to detail and commitment to accuracy when entering data and reviewing documentation.</li>
<li>Outstanding verbal and written communication skills.</li>
<li>Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.</li>
<li>Bilingual Spanish/English skills preferred.</li>
<li>Ability to build and maintain positive working relationships with customers, colleagues, and business partners.</li>
<li>Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.</li>
</ul>
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across 48 states, Patriot&rsquo;s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
<ul><li>Medical, Dental, and Vision Benefits</li>
<li>Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li>
<li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li>
<li>Company paid Employee Assistance Program</li>
<li>Paid Parental Leave</li>
<li>Paid holidays</li>
<li>Personalized PTO</li>
<li>401 (k)</li>
</ul>
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&amp;I Policy located on our website at www.patriotgis.com.</div>

Client Service Representative

South Hill Veterinary Hospital

Client Service Representative: South Hill Veterinary HospitalSouth Hill Veterinary Hospital is a fast growing, progressive, AAHA accredited hospital. We have a full service, state of the art facility with a dedicated, long term core staff. We provide high quality veterinary care. We are passionate about animals and caring for their owners. Join our FUN, professional, fast paced veterinary team!As our valued Client Service Representative, your job is critical to the hospital team. Customer service and client interaction is a #1 Priority! We are seeking highly qualified, positive, motivated, compassionate and proactive individuals.CSR Duties:<ul><li>Providing &ldquo;First Class&rdquo; customer service</li><li>Scheduling appointments and answering clients questions/concerns</li><li>Educating clients on vaccines and pet care</li><li>Strong communication and interpersonal skills</li><li>Ability to effectively listen and assist clients with positive outcomes</li><li>Invoicing and checking in/out clients</li><li>Maintaining medical records</li><li>Scanning, copying, faxing and other office duties as necessary</li></ul>Client Service Representative Skills:<ul><li>Providing &ldquo;First Class&rdquo; customer service</li><li>&ldquo;Avimark&rdquo; system a plus but not required</li><li>Multi-tasking in a fast paced environment</li><li>Friendly, compassionate, outgoing and professional in appearance, speaking and writing</li><li>Able to work under pressure and high levels of stress</li><li>Attention to detail</li><li>Strong problem solving skills</li></ul>Excellent personal veterinary care discounts, paid time off, dental insurance, holidays and more. Medical/Vision insurance for permanent Full-Time employees. We offer competitive pay depending on experience and skill level. Veterinary pharmacy and veterinary assisting a plus!! Required 2 years of customer service. Looking for a part-time person at this time approx. 20-32 hours a week. Will include afternoons/evenings until approx 7pm and one weekend day until approx 6pm. Flexible scheduling at times. We are open 7 days a week. If you are interested in joining our FUN, growing, multi-doctor veterinary practice please send resume to: Apply online through indeed. Please do not call.Benefit Conditions:<ul><li>Waiting period may apply</li></ul>Financial Duties:<ul><li>Processing payments</li></ul>Work Remotely<ul><li>No</li></ul>Job Type: Part-timePay: From $17.75 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible schedule</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Retirement plan</li></ul>Work Location: In person

Veterinary Receptionist/Client Service Representative

Veritas Veterinary Partners

<div><div>World Class Medicine. 
Purpose-Driven Partnership.

Veritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals, open 24/7/365 and staffed by board-certified specialists, create a collaborative environment where you can work alongside like-minded, caring professionals. If you're passionate about veterinary medicine, this is your chance to thrive in a dynamic, high-quality setting.

At Veritas Veterinary Partners, our mission is to build a network of trust and opportunity for veterinary professionals nationwide. We specialize in supporting Specialty and Emergency care hospitals, aligning with your unique goals and medical standards. Veritas, founded by Thomas Scavelli, DVM, DACVS, is dedicated to recruiting top-tier talent and fostering collaboration within our community. With a focus on exceptional care, we bring together highly trained veterinarians, technicians, and teammates committed to our patients' well-being.

 We believe in Truth in Medicine and Trust in Partnerships, ensuring we always provide the highest standard of care. Come join us and make a meaningful impact on the community you serve.</div>
Join the Fun at Garden State Veterinary Specialists &ndash; Eatontown! 
We're evolving, we're busy, and we're excited - because we're looking for our next amazing Client Service Representative to join our team!

If you love helping pets, enjoy being the calm in the chaos, and don't mind being adored by pets (and their humans), you might be exactly who we're looking for.

Schedule - Some holidays are required) - our furry friends don't take days off!
<ul>
<li>Sunday, Monday, Tuesday, 7am - 3:30pm</li>
<li>Sunday, Monday, Tuesday, 7am - 5:30pm</li>
<li>Thursday, Friday, Saturday, 7am - 3:30pm</li>
<li>Thursday, Friday, Saturday, 7am - 5:30pm</li>
<li>Sunday - Wednesday, 1:30pm - 12am</li>
<li>Thursday - Saturday, 11:30am - 10pm</li>
<li>Sunday, Monday, Friday, and Saturday, 1:30pm - 12am</li>
</ul>
A Little About You:

You're the kind of person who&hellip;
<ul>
<li>Has 1+ years of client service experience (bonus points if it's in a fast-paced setting!)</li>
<li>Speaks both human and &quot;vet team&quot; with excellent communication skills</li>
<li>Can juggle tasks like answering multiple phone lines, data entry, billing, and making it all look easy</li>
<li>Handles financial conversations with professionalism and ease</li>
<li>Brings empathy, compassion, and a heart for helping anxious pet parents</li>
<li>Knows when to be discreet and when to be delightfully warm</li>
<li>Loves working with a team and building relationships that last</li>
<li>Stays positive, curious, honest, and ready to learn</li>
<li>And most importantly&hellip; likes to have FUN while doing all of the above</li>
</ul>
Salary: Starting at $21/hr, with consideration for experience.

If you're ready to make a difference - and enjoy yourself while doing it - we'd love to meet you. Come join a team that cares deeply, works hard, and laughs often.

GSVS is proud to offer the following benefits:
<ul>
<li>Health, dental, and vision insurance, with HSA option- some plans paid 100%</li>
<li>Maternity/Paternity leave</li>
<li>Retirement Plan &ndash; 401K with employer match</li>
<li>Employee Referral Bonus</li>
<li>Paid Time off</li>
<li>Mental health support with Talkspace</li>
<li>Uniforms provided</li>
<li>Pet discounts for medical care</li>
</ul>
Garden State Veterinary Specialists is located at 246 Industrial Way, Eatontown, NJ 07724.<div>
Veritas Veterinary Partners is an equal opportunity employer. In accordance with the requirements of all applicable federal, state and local laws, we welcome and encourage diversity in the workplace regardless of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Applicants must be authorized to work in the U.S. All current positions require the ability to speak, read, and write English proficiently. Additional fluency in other languages is preferred but not required.

For CA applicants please visit our Privacy Policy</div></div>

Veterinary Client Service Representative - Front desk

Upstate Vet - Emergency and Specialty - Asheville

South Asheville Veterinary Emergency &amp; Specialty (SAVES) is looking for Experienced Veterinary Client Service Representatives to join our team!We believe that providing excellent patient care requires clinical expertise, a commitment to quality, and compassion for the patient. Our hospital offers a broad range of advanced medical technologies and skilled, compassionate care in state-of-the-art facilities.As a Client Service Representative (CSR), you must have a strong commitment to client satisfaction and a have a highly developed sense of integrity. Must be able to demonstrate excellence in caring for and interacting with our clients. Every client&rsquo;s first impression of the hospital is created by their experience with the CSR.The person in the position must be professional, friendly, courteous, and capable of handling challenging situations with ease. CSRs are the goodwill ambassador for the hospital and will coordinate and represent all facets of the client care experience.ESSENTIAL JOB FUNCTIONS:<ul><li>Deliver outstanding customer service with professionalism and compassion</li><li>Ensure every client is treated with respect and empathy</li><li>Represent SAVES core values in every interaction</li><li>Maintain an approachable, polished presence with clients, visitors, and staff</li><li>Greet and assist clients; manage patient check-ins and check-outs</li><li>Schedule follow-up appointments and coordinate client flow</li><li>Sign in visitors and vendors courteously and accurately</li><li>Support clients through the euthanasia paperwork process with sensitivity</li><li>Discuss payment options and process client payments</li><li>Complete End-of-Shift reporting and documentation</li><li>Perform daily administrative tasks: email medical records and invoices</li><li>Operate a multi-line phone system to efficiently manage and route calls</li><li>Monitor and respond to all incoming communication (calls, texts, emails)</li><li>Support additional tasks and responsibilities as needed</li></ul>About You:<ul><li>Exceptional Customer Service &ndash; Ability to communicate with empathy, patience, and professionalism</li><li>Strong Interpersonal Skills &ndash; Comfortable interacting with clients in emotionally sensitive situations</li><li>Verbal &amp; Written Communication &ndash; Clear, concise, and compassionate communication across phone, email, and in person</li><li>Multitasking &amp; Time Management &ndash; Handle multiple responsibilities and prioritize tasks in a fast-paced environment</li><li>Conflict Resolution &ndash; Stay calm under pressure and help resolve client concerns diplomatically</li><li>Attention to Detail &ndash; Accurate data entry, documentation, and handling of sensitive paperwork</li><li>Technical Proficiency &ndash; Familiarity with multi-line phone systems, M365 Office Suite, and veterinary software (EzyVet preferred)</li><li>Team Collaboration &ndash; Work seamlessly with medical and administrative teams</li><li>Emotional Resilience &ndash; Maintain professionalism and compassion during challenging and emotional client interactions</li><li>Dependability &ndash; Reliable, punctual, and committed to high standards of service and care</li></ul>Benefits: (For full-time employees who work 30 hours per week or more)<ul><li>Competitive wages ($19 - $21 / hour commensurate with experience)</li><li>Paid Time Off (PTO)</li><li>Health, Vision &amp; Dental Insurance</li><li>Health Savings Account (HSA)</li><li>Life Insurance</li><li>401(k) with Matching</li><li>Employee Assistance Program (EAP)</li><li>Paid Training</li><li>Professional Development Assistance</li><li>Employee Discount</li><li>Referral Program</li></ul>QUALIFICATIONS:<ul><li>Valid high school diploma or GED.</li><li>At least two years working in a customer service environment</li><li>At least two years veterinary office experience</li><li>Must be computer literate and able to learn new software</li><li>Excellent communication skills</li><li>Demonstrate a strong work ethic and positive attitude</li><li>Be flexible and able to adapt to new situations</li><li>Work well as part of a team</li></ul>Additional Requirements:Must be eligible to work in the United States and have original, unexpired documents to verify eligibility.PHYSICAL DEMANDSThe physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.Must have the ability to respond quickly in urgent situations using all senses. During the normal workday, employee may occasionally lift and/or push/pull up to 50 pounds. This position requires sitting for long periods of time.&quot;We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.&quot;For more information about our hospital, please visit SouthAshevilleVets.comJob Type: Full-timeSalary: $19.00 - $21.00 per hourWork Location: One locationJob Type: Full-timePay: $19.00 - $21.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Referral program</li><li>Vision insurance</li></ul>Ability to Commute:<ul><li>Asheville, NC 28803 (Preferred)</li></ul>Ability to Relocate:<ul><li>Asheville, NC 28803: Relocate before starting work (Preferred)</li></ul>Work Location: In person

Front Desk Receptionist/Customer Service

Kenline Veterinary Clinic

Kenline Veterinary Clinic is a busy, growing Canon City veterinary clinic that has proudly served Freemont County for over 65 years. We love our highly skilled long-term doctors and staff, many lifelong clients, and adorable pet patients that come in all shapes and sizes.We&rsquo;re continuing to grow our front desk client service team and need someone that can confidently deliver exceptional customer service. This isn&rsquo;t an entry level position unless you are a very quick learner with veterinary-specific experience. The position may be full or part-time depending on the needs of the individual, but our goal is consistent full-time scheduling once trained.&shy;&shy;&shy;&shy;The client service representative (CSR/receptionist) position is a critical role in the hospital. You are responsible for making a good impression on clients before and after every appointment, building positive long-term relationships with our clients, handling inbound and outbound calls, responding to emails, accessing multiple dashboards and applications, scheduling appointments, greeting clients, checking clients in and out, coordinating records with other hospitals, refilling prescriptions, answering basic pet health questions, documenting client conversations in the medical records, and keeping the lobby stocked and organized.The following skills are necessary to succeed:<ul><li>Quickly learning (or already knowing) veterinary terminology and protocols</li><li>Professional communication with people via phone/text/in-person, including people experiencing a medical crisis.</li><li>Computer savvy</li><li>Multi-tasking including juggling multiple inbound calls and conversations in a switchboard like atmosphere</li><li>Anticipating needs of clients, staff, and doctors</li><li>Compassion &amp; Empathy</li><li>Adaptability and an upbeat attitude</li></ul>Base pay range$15/hr - $20/hrWhat some of our clients say about us:Tiffany C. &ndash; &ldquo;I am new to Canon City and I chose this vet because I had a good feeling about it. The doctor is magic!&rdquo;Rachel J. &ndash; &ldquo;Everyone at this clinic is amazing! The techs are super sweet and helpful and Dr. White is amazing!&rdquo;Mike C. &ndash; &ldquo;Kenline has a staff that are excellent as and they treat you pets just like they are their own. The staff is so friendly and helpful.&rdquo;Crystal C. &ndash; &ldquo;I drive from out of town to come here because the quality of care my pets receive. The staf f is wonderful.&rdquo;Ann G. &ndash; &ldquo;This is the best vet clinic in town. They really care for your animals.&rdquo;Job Types: Full-time, Part-timePay: $16.00 - $20.00 per hourBenefits:<ul><li>Employee discount</li><li>Flexible schedule</li></ul>Experience:<ul><li>Veterinary experience: 1 year (Required)</li><li>Customer service: 1 year (Required)</li></ul>Work Location: In person

Veterinary Receptionist/Office Coordinator

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client&rsquo;s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
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 a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients&rsquo; unique needs. 
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. 
 
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. High school diploma or equivalent education 
2. Two years of teller or cash handling or client service experience 
3. Six months of client relationship building or sales experience 
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 
6. Ability to multi-task under time constraints 
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included 
 
Preferred Qualifications:
1. One year of client relationship building or sales experience 
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 
3. Experience with sourcing and prospecting for new clients and client relationship building 
4. General understanding of bank operations, policies and procedures 
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, tax-preferred 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 full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s 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 non-temporary position for which you apply, based on full-time or part-time 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 Law E-Verify IER Right to Work</div>

Universal Banker - 20hr - Old Canoe Creek

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