Client Care Specialist - Banking Support & Service

Truist; Wilson (NC); On-site; USD 30,000 - 46,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability coverage

401k plan

Paid vacation and sick days

Job summary

Truist is seeking a Regular full-time Care Center associate in the United States to deliver exceptional client service and support across multiple banking channels. You will educate clients on self-service options, resolve inquiries, and uphold risk controls while aligning with Truist’s values.

The role requires a high school diploma, 1 year of client servicing experience, strong communications, and proficiency with Windows and Microsoft Office. Training and benefits are provided.

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.

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.
• Utilize a consultative approach to resolve client issues through educating the clients of bank products and services.
• Identify and elevate 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, BRG activities and other work-related activities.

Skills

Customer service mindset

Communication skills

Problem-solving

Multitasking across platforms

Computer literacy

Education

High School diploma or equivalent

1 year client servicing experience

Tools

Windows

Microsoft Office

Job description

Truist is seeking a Regular full-time Care Center associate in the United States to deliver exceptional client service and support across multiple banking channels. You will educate clients on self-service options, resolve inquiries, and uphold risk controls while aligning with Truist’s values.

The role requires a high school diploma, 1 year of client servicing experience, strong communications, and proficiency with Windows and Microsoft Office. Training and benefits are provided.