Client Resolution Advocate

PR Girl Manifesto; Greensboro (NC); Hybrid; USD 46,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid holidays and vacation

Job summary

Truist Financial Corporation is seeking a Client Advocacy specialist to research and resolve client complaints across personal products, from deposits to loans and credit cards. The role blends client communication with back-office coordination in a hybrid environment, offering a Monday–Friday first shift with some start/end-time flexibility.

The team focuses on de-escalation and issue resolution following Truist policies, with opportunities for training and growth as banking regulations evolve.

Qualifications

• 2+ years of client or customer facing experience
• Excellent command of verbal and written English
• Experience with Salesforce is preferred
• Willingness to participate in recorded calls

Responsibilities

• Provide resolution and response to client complaints with focus on personal clients and regulatory inquiries
• Ensure regulatory-compliant resolutions aligned with policies
• Manage a caseload of complaints in Salesforce and bank systems
• Document cases thoroughly and address client concerns timely and professionally
• Demonstrate Truist's Purpose, Mission and Values in interactions
• Participate in ongoing training as banking regulations evolve
• Prioritize tasks to meet deadlines with high accuracy

Skills

Customer facing

English fluency

Team collaboration

Phone calls

MS Office

Education

Associate's degree

Tools

Salesforce

Job description

Truist Financial Corporation is seeking a Client Advocacy specialist to research and resolve client complaints across personal products, from deposits to loans and credit cards. The role blends client communication with back-office coordination in a hybrid environment, offering a Monday–Friday first shift with some start/end-time flexibility.

The team focuses on de-escalation and issue resolution following Truist policies, with opportunities for training and growth as banking regulations evolve.