Client Solutions Specialist I

Truist; Charleston (WV); On-site; USD 46,000 - 51,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist Wealth is seeking a collection specialist to manage delinquent accounts and provide exceptional client service. You will follow established collection strategies, communicate clearly with clients, and document all actions in the system while adhering to policies and regulatory guidelines.

The role requires strong verbal and written communication, basic computer skills, and the ability to work in a fast-paced environment with a flexible schedule.

Qualifications

• Strong verbal and written communication skills are required.
• Basic computer skills and the ability to work in a fast-paced environment are needed.
• Flexibility to work overtime as required.

Responsibilities

• Achieve performance targets for collection efforts per account and per day.
• Negotiate payment arrangements to cure delinquency.
• Disclose accurate account information professionally to clients.
• Maintain professional communications and comply with policies and training.
• Document collection efforts in the system of record.

Skills

Verbal communication

Written communication

Basic computer skills

Fast-paced environment

Flexible schedule

Education

High school diploma or equivalent

Job description

The position is described below.

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines.

Provide exceptional client service to all Clients by being transparent, positive, and treating Clients the way we want to be treated.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
2. Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
3. Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
4. Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
5. Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
6. Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
7. Execute on the established call scripts documented in training, policies, procedures, and guidelines.
8. Achieve acceptable call monitoring scores in each call category.
9. Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, complaints, and other calls that require special handling.
10. Accurately process payments, transactions, and workflows.
11. Complete all required Computer Based Training (CBT) courses accurately and timely.

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.

1. High school diploma or equivalent education and related training or experience
2. Strong verbal and written communication skills
3. Basic Computer skills
4. Ability to perform in a fast paced, highly dynamic environment.
5. Ability to work flexible schedule, including overtime as needed.

Preferred Qualifications

• Previous Client service, collections, or sales experience
• Bilingual

For a salary/hourly range: The annual base salary for this position is $45,800-$50,500.

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.
• 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.

For more details on Truist's generous benefit plans, please visit our Benefits site.

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.

EEO is the Law E-Verify IER Right to Work.

About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.