Client Resolution Advocate — Hybrid

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

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Job summary

Truist Financial Corporation is seeking a Client Advocacy professional to research complaints and complex client interactions. The role blends client-facing communication with account research and back-office coordination.

The team operates in a hybrid model with some remote work and a Monday–Friday first shift. You will handle cases across deposits, mortgages, auto and other loans, and credit card products, ensuring compliant, timely resolutions and adherence to Truist procedures.

Qualifications

• 2+ years of client or customer facing experience.
• Experience with regulated financial services is preferred.
• Excellent command of verbal and written English.
• Ability to function effectively on a team with an off-site manager.
• Prior experience or willingness to take part in recorded phone calls.

Responsibilities

• Provide resolution and response to client complaints with focus on personal clients.
• Ensure resolution and responses are in full regulatory compliance.
• Manage and work a caseload of complaints through Salesforce and bank systems.
• Document cases thoroughly and address client concerns in a timely manner.
• Work to address client concerns while reflecting Truist's values.
• Participate in ongoing training as banking landscape changes.
• Prioritize and organize tasks to meet deadlines with accuracy.

Skills

Problem resolution

Customer facing

Regulatory compliance

Salesforce experience

Team collaboration

Attention to detail

Education

Associate's degree

Tools

Salesforce

Microsoft Office

Job description

Truist Financial Corporation is seeking a Client Advocacy professional to research complaints and complex client interactions. The role blends client-facing communication with account research and back-office coordination.

The team operates in a hybrid model with some remote work and a Monday–Friday first shift. You will handle cases across deposits, mortgages, auto and other loans, and credit card products, ensuring compliant, timely resolutions and adherence to Truist procedures.