Client Resolution Specialist

Truist; Greensboro (NC); Hybrid; USD 46,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Vacation and sick leave

Job summary

Truist's Client Advocacy team is seeking a detail‑oriented problem solver to research and resolve client complaints across personal banking products. The role blends client communication with case research and back‑office coordination; it offers a hybrid work setup with some onsite and remote work, Monday‑Friday first shift flexibility.

Successful candidates will have 2+ years of client-facing experience, strong English skills, and the ability to work with regulatory bodies or senior leaders.

Qualifications

• 2+ years of client or customer facing experience.
• Proficient with MS Word and Excel.
• Excellent verbal and written English.
• Ability to collaborate with an off-site manager.
• Experience with recorded phone calls is a plus.

Responsibilities

• Provide resolution and response to client complaints.
• Ensure resolutions comply with regulatory requirements and Truist policies.
• Manage a caseload of complaints in Salesforce and other systems.
• Document cases thoroughly and address client concerns promptly and professionally.
• Participate in ongoing training as the banking landscape evolves.
• Prioritize tasks and manage work queues to meet deadlines.

Skills

Client facing experience

English proficiency

Team collaboration

Recorded calls experience

Education

Associate's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Salesforce

Job description

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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