Hybrid Client Resolution & Advocacy Specialist

PR Girl Manifesto; Richmond (VA); Ibrido; USD 46.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical

Dental

Vision

Life insurance

Disability

401k plan

Vacation days

Sick days

Holidays

Pension plan

RSUs

Deferred compensation plan

Descrizione del lavoro

Truist’s Client Advocacy team seeks a detail-oriented professional to review and resolve client complaints across personal banking products. This hybrid, Monday–Friday role blends client-facing communication with account research and back-office coordination.

You will use Salesforce and other systems to document cases, ensure regulatory compliance, and de-escalate issues while upholding Truist’s policies and values.

Competenze

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

Mansioni

• Provide resolution and response to client complaints with focus on personal clients.
• Ensure responses comply with regulatory requirements and Truist policies.
• Manage caseloads in Salesforce and other Bank systems.
• Document cases thoroughly and address client concerns promptly and professionally.
• Demonstrate Truist’s Purpose, Mission and Values in interactions.
• Participate in ongoing training to keep up with banking changes.
• Prioritize tasks to meet deadlines with high accuracy.

Conoscenze

Client facing experience

MS Office

English proficiency

Team collaboration

Recorded calls

Formazione

Associate’s degree

Strumenti

Salesforce

Descrizione del lavoro

Truist’s Client Advocacy team seeks a detail-oriented professional to review and resolve client complaints across personal banking products. This hybrid, Monday–Friday role blends client-facing communication with account research and back-office coordination.

You will use Salesforce and other systems to document cases, ensure regulatory compliance, and de-escalate issues while upholding Truist’s policies and values.