Client Care Servicing Specialist

Truist; Wilson (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist is seeking a call center specialist to handle routine inquiries for products, procedures, systems, or policies. You will act as a client advocate, resolving issues, educating customers on bank products, and guiding them through self-service options.

The role emphasizes exceptional service, adherence to policies, and ongoing learning through required and voluntary opportunities. Regular shift, English fluency required.

Qualifications

• High School diploma, or equivalent education and related training or experience.
• 1 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.

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 escalation, 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.

Skills

High School diploma

Client servicing

Computer proficiency

Written and verbal communication

Regulatory compliance

Education

High School diploma or equivalent

Tools

Windows

Microsoft Office

Job description

The position is described below.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following 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.

• 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 escalation, 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.
• 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.

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.

• 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.

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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