Client Care Center-Small Business Care

Truist Wealth; Whiteville (NC); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Tax-advantaged savings accounts

401k plan

Vacation and sick days

Job summary

Truist Financial Corporation is seeking a client-focused service professional to handle incoming inquiries from new and existing clients in the Care Center. You will deliver a differentiated experience by guiding clients through Truist products, procedures, and policies, while using available tools to resolve issues and educate on self‑service options.

The role emphasizes accurate issue tracking, timely follow-up, and adherence to regulatory standards; you will collaborate across lines of

Qualifications

• High School diploma, or equivalent education and related training or experience.
• One year of client servicing work experience (call center, retail, hospitality, etc.)
• Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
• Proficiency in written and verbal communications (including grammar and spelling)

Responsibilities

• Deliver care through exceptional client service and create a differentiating client experience while providing support to internal and external clients by executing on the Truist Purpose, Mission and Values.
• Investigate and provide resolution to clients’ requests to Care Center, branches and other lines of business, requiring use of one specialty (e.g. business care, card, loan servicing).
• Utilize a consultative approach to resolve client issues through educating the clients of bank products and services.
• Identify and elevate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
• Inform and educate clients on their self‑service options through various Truist technologies to improve their individual banking experience.
• Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.

Skills

Client service

Communication skills

Problem solving

Multi-platform work

Education

High School diploma

Tools

Windows

Microsoft Office

Job description

Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up and resolution. Servicing specialists act as client advocates to track client complaints and feedback regarding Truist, our teammates, products and vendors.

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. Deliver care through exceptional client service and create a differentiating client experience while providing support to internal and external clients by executing on the Truist Purpose, Mission and Values.
2. Investigate and provide resolution to clients’ requests to Care Center, branches and other lines of business, requiring use of one specialty (e.g. business care, card, loan servicing).
3. Utilize a consultative approach to resolve client issues through educating the clients of bank products and services.
4. Identify and elevate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self‑service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work‑related activities.

Required Qualifications

• High School diploma, or equivalent education and related training or experience
• One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
• Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem‑solving skills and ability to work efficiently across multiple platforms
• Proficiency in written and verbal communications (including grammar and spelling)
• Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act

Preferred Qualifications

• Prior experience working in a call center or high volume/fast‑paced work environment
• Prior experience in a client‑facing role
• Background in supported departments and/or products

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.

Equality, Diversity and Inclusion

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 About Truist Truist is a purpose‑driven financial services company, formed by the historic merger of equals of BB&T and SunTrust.

We serve clients in a number of high‑growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.