Client Resolution Advocate

Truist; Richmond (VA); Hybrid; USD 46,000 - 66,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

AD&D

Tax-advantaged savings accounts

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist in the United States is seeking a Client Advocacy specialist to research complaints and complex interactions. The role blends client communication, account research, and back-office coordination in a hybrid environment with both remote and onsite work.

The position supports personal client complaints across multiple products and may involve interactions with regulatory agencies or senior leaders. It is a first-shift, Monday–Friday role with flexible start times.

Qualifications

• 2+ years of client or customer facing experience.
• MS Office (Word and Excel) experience.
• Excellent command of verbal and written English.
• Ability to function well on a team with an off-site manager.
• Willingness to participate in recorded phone calls.

Responsibilities

• Provide resolution and response to client complaints with focus on personal clients.
• Ensure regulatory compliance with Truist policies and procedures.
• Manage a caseload of complaints through Salesforce and bank systems.
• Document cases thoroughly and ensure client concerns are addressed promptly.
• Work to address client concerns while aligning with Truist values.
• Participate in ongoing training as the banking landscape changes.
• Prioritize tasks and manage work queues to meet deadlines with accuracy.

Skills

Client facing experience

MS Office

Verbal and written English

Teamwork with off-site manager

Recorded calls willingness

Education

Associate degree or equivalent

Tools

Salesforce

Job description

Truist in the United States is seeking a Client Advocacy specialist to research complaints and complex interactions. The role blends client communication, account research, and back-office coordination in a hybrid environment with both remote and onsite work.

The position supports personal client complaints across multiple products and may involve interactions with regulatory agencies or senior leaders. It is a first-shift, Monday–Friday role with flexible start times.