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Client Support Specialist II - Merchant Services

Job in Charlotte, Mecklenburg County, North Carolina, 28230, USA
Listing for: Truist
Full Time position
Listed on 2026-08-05
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Customer Service Rep, Client Relationship Management
Job Description & How to Apply Below
** 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.*
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** Regular or Temporary:*
* Regular

** Language Fluency:
** English (Required)

*
* Work Shift:

*
* 1st shift (United States of America)

** Please review the following job description:*
* This senior level position embraces the concept of creating an excellent client experience and delivers a high-quality level of service in a professional work environment. The role sets the tone and expectation for the client relationship through the high quality of the work performed and by demonstrating ownership and accountability.  The Senior Specialist supports the servicing needs of internal teammates and external commercial clients for all Wholesale Payments products and services under limited supervision.  

This requires coordination with internal technical and non-technical partners, expert knowledge of services and processes, and a working knowledge of support software.

In addition to the Client Support Specialist responsibilities, this role includes leadership functions and assisting management with daily processing activities.  The role is responsible for one or more of the following: special handling of client service or support related to Treasury requests, response to and resolution of complex technical issues, and research of complex service issues.

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.
Research and respond to all internal/external client inquiries through appropriate channels in a high quality, timely and efficient manner while providing accurate information or appropriate guidance with minimal supervision.

2.
Adhere to department standards documenting all client interactions in an accurate and timely manner via appropriate workflow systems.

3.
Routinely uses significant judgement on moderate to complex business problems

4.
Identify opportunities to engage internal teammates to provide value-added solutions to our clients.

5.
Listen, analyze, and resolve assigned client inquiries.  Respond in a professional, timely, and accurate manner by either resolving immediately or escalating appropriately.

6.
Maintain a strong working knowledge of Wholesale Payments Services/Products while participating in trainings to stay proficient including product knowledge, systems, processes, procedures, and guidelines.

7.
Provide distinctive, secure, and successful client experiences by building strong professional working relationships, anticipating client requests, and protecting client information.

8.
Identify and communicate recommendations with management and training personnel to ensure efficiency of new releases and/or system enhancements as they pertain to supporting the client as well as teammates.

9.
Routinely assist management in the planning and directing daily processing activities within Client Support to ensure appropriate staffing and production levels are maintained to meet established deadlines.

10.
Works with other teammates and/or teams to resolve client requests and issues by submitting cases/tickets and escalate to management if needed.

11.
Maintain a high degree of quality in all work efforts as defined by service standards and service level agreements.

12.
Identify areas of self-improvement to enhance quality and productivity and take appropriate actions to increase work performance.

13.
Maintain quality client experiences through phone and email interactions executing the attributes and behaviors as designated for Truist.

14.
Communicate and escalate concerns, risks, or gaps as soon as possible to the appropriate parties to control and mitigate risks in a manner consistent with Truist's risk standards.

15.
Adhere to authentication procedures consistent with Wholesale Payments Client Authentication standards for all incoming requests from client (external) and teammates (internal).

16.
Assess more complex requests that are critical and/or beyond the standard resolution process and escalate appropriately to support a timely resolution.

17.
Deliver high quality work by adhering to service level agreements.  Document all client interactions in an accurate and timely manner via specified case management tool.

18.
Exhibit ownership and accountability when resolving issues with minimal guidance.

19.
Partner to manage and/or escalate concerns and reduce basic operational, process, and compliance…
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