Wealth Specialty Department Specialist -Sports & Entertainment Group (SEG) ( Atlanta, GA.)

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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:

The Specialty Department Specialist role within the Sports & Entertainment Group (SEG) provides support and execution of activities for SEG clients enrolled in our Financial Management and Bill Pay service. Financial Management & Bill Pay support duties may include but are not limited to account reconcilement, balancing, and posting, production of reports, and other bookkeeping and account maintenance or payment processing activities. This is a client facing role which provides client support and problem resolution via email and telephone. Teammates in this role have authorization to act on client’s behalf with client vendors, creditors, and other agencies. They are responsible for adherence to all compliance, policy, procedure and quality assurance activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  

Other duties may be performed, which are not mentioned below.  Specific activities may change from time to time.  

1.    

Handles a range of client transactions and provides problem resolution related to bill payments and account activity reconciliation

2.    

Participates in key projects, testing of new processes and/or software, and provides feedback on impact to business execution.

3.    

Onboards new clients for Bill Pay Services, account setup, statement delivery, online access credentials and creation of master checklist of bills. 

4.    

Interfaces directly with client vendors to establish services, resolve issues, and ensure timely payments. 

5.    

Develops and maintains master checklist for each client to ensure accurate and timely bill processing.  

6.    

Proactively identifies and escalates issues to vendors, clients, or Wealth Advisory team when irregularities appear (i.e., unexpected bill amounts). 

7.    

Creates and maintains detailed client financial records including transaction logs, agreements, contracts, payroll, and supporting financial documentation.  

8.    

Prepares, produces, and delivers monthly reports including transaction summaries and budget variance / cash flow reports.  

9.    

Leads or participates in the annual client budgeting process, ensuring alignment with client financial goals. 

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.    7+ years financial services operations experience

2.    Excellent interpersonal, communication, organizational and problem-solving skills

3.    Ability to work effectively in conjunction with and in support of client-facing teammates

4.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products including Access.

5.    Self-driven and must be able to work independently 

Preferred Qualifications:

Preferred Qualifications:

1.    

Strong bookkeeping and account reconciliation skills

2.    

Knowledge of financial reporting, budgeting, and expense tracking

3.    

Experience with bill payment processes and vendor management

4.    

Detail-oriented with the ability to identify discrepancies and resolve issues

5.    

Ability to manage sensitive financial data with confidentiality and accuracy

6.    

Demonstrated proficiency in use of accounting and bill payment software such as Xero and Bill.com

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.

EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify