Associate Client Data Operations Specialist

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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:

Research business unit data problems and provide recommendations of solutions. Actively resolve day-to-day needs of the business unit with a focus on the systems, processes and quality. Research a range of process maps and written documents including user guides and manuals, and training materials, with support from team leads as needed. Ensure all assigned tasks are performed in a timely manner in order to meet processing schedules and service level agreements, while maintaining system integrity.

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.    Identifies and resolves data quality issues; actively participate in data governance processes to ensure the highest quality data is maintained and available. 
2.    Recommend to team lead and management changes to policies, procedures and processing flows, while maintaining a working knowledge to support the platforms and interfacing applications. 
3.    Stays up-to-date with corporate and platform operating policies and procedures in order to understand and assess the impact of recurring problems. 
4.    Assists with system implementation and training that becomes necessary as a result of system or policy changes. Identifies internal efficiencies and system enhancements.
5.    Analyzes basic information and makes decisions within guidelines or standard practices to solve problems. Assists in research and problem resolution.

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 
2.    Two years of experience in financial services industry
 

Preferred Qualifications:
1. Associate’s or Bachelor’s degree
2. Experience and knowledge of Client Information File (CIF)

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting
Constantly (More than 50% of the time)
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Minimal and up to 10%

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’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’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.

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