Client Resolution Specialist

Truist; Atlanta (GA); Híbrido; USD 46.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Paid holidays

Descripción de la vacante

Truist is seeking a Client Advocacy specialist to research complaints and conduct complex interactions. You will handle personal client issues across deposit accounts, loans, and cards, in a hybrid setting with some on-site and remote work.

The role emphasizes de-escalation, regulatory compliance, and precise documentation, with daily collaboration in a team environment and ongoing training to adapt to changing banking regulations.

Formación

• 2+ years of client or customer facing experience (in person or phone).
• Routine experience with MSOffice (Word, Excel).
• Excellent command of verbal and written English.

Responsabilidades

• Provide resolution and response to client complaints with focus on personal clients.
• Ensure regulatory compliant resolutions and adhere to Truist policies.
• Manage a caseload of complaints in Salesforce and other bank systems.
• Document cases thoroughly and address client concerns professionally and timely.
• Participate in ongoing training and stay current with banking landscape changes.
• Prioritize tasks and meet deadlines with high accuracy.

Conocimientos

Client facing experience

MS Office (Word/Excel)

Verbal and written English

Team collaboration with off-site mgr

Recorded calls experience

Educación

Associate's degree

Herramientas

Salesforce

Descripción del empleo

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

Are you someone who likes to solve problems while helping clients? If you're a curious person, with a mind for details then Client Advocacy might be the place to develop your career. We're Truist's specialist team who research complaints and complex interactions. Our work is an exciting blend of client facing communication, account and transaction research, and partner, back-office coordination. We need teammates who enjoy dissecting a complaint, who really want to understand issues impacting clients, and who love solving problems. We're a hybrid team, with remote and onsite work. This is a Monday-Friday, first shift role, with some flexibility with your daily start and end times.

Work on client complaint cases that include topics such as: account issues for personal client who own a variety of products from deposit accounts, mortgage loans, auto and other loans, and credit cards; and client complaints that Truist receives from various regulatory agencies or senior leaders. Uncover the issues impacting the client so we can assure the client we are working on their issues, de-escalate as needed, and solve the issues following Truist policies and procedures.

Essential Duties And Responsibilities

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.

• Provide resolution and response to client complaints received by Truist, with focus on complaints coming from personal clients who own a variety of products, with some work on complaints that come from regulatory agencies or Truist senior leaders.
• Ensure resolution and responses are in full regulatory compliance and aligned with Truist's policies and procedures.
• Manage and work a caseload of complaints through Salesforce and other Bank systems.
• Document cases thoroughly and ensure that client concerns have been adequately addressed in a timely and professional manner.
• Working to address client concerns while demonstrating Truist's Purpose, Mission and Value systems.
• Be an active participant in on-going training as the banking landscape changes.
• Prioritize and organize tasks and work queues to meet deadlines; process information with a high degree of accuracy.

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.

• Consistent success in effective problem resolution
• 2+ years of client or customer facing experience (in person or phone)
• Routine experience with various MSOffice applications such as Word and Excel
• 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

Preferred Qualifications

• Associate's degree, or equivalent education and related training or experience
• At least 3 years of experience in financial services or another highly regulated industry
• Experience working with Salesforce

The annual base salary for this position is $45,760-$65,760

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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