Hybrid Client Resolution & Advocacy Specialist

PR Girl Manifesto; Wilson (NC); Hybride; USD 46 000 - 66 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental and vision coverage

401(k) plan

Paid time off

Résumé du poste

Truist Financial Corporation is seeking a client advocacy specialist to review complaints, de-escalate issues, and research complex interactions. The role blends client communication with account and transaction investigation in a hybrid environment.

You will work from a first shift, Monday–Friday, with some flexibility in start times, using Salesforce and bank systems to resolve cases in compliance with policies. Strong English, detail orientation, and teamwork are essential.

Qualifications

• Proven ability to resolve problems for clients.
• Experience handling client or customer interactions.
• Proficient with Word and Excel in a work setting.
• Excellent spoken and written English.
• Ability to work effectively with an off-site manager.

Responsabilités

• Provide resolution and response to client complaints with focus on personal banking clients.
• Ensure responses comply with regulations and Truist policies.
• Manage caseloads in Salesforce and bank systems.
• Document cases thoroughly and address client concerns promptly.
• Demonstrate Truist’s purpose and values in daily work.
• Participate in ongoing training as the banking landscape changes.
• Prioritize tasks and manage queues to meet deadlines.

Connaissances

Problem resolution

Client facing experience

MS Office (Word/Excel)

Verbal and written English

Team collaboration with remote manager

Willingness for recorded calls

Formation

Associate’s degree or equivalent

3+ years in financial services

Outils

Salesforce

Description du poste

Truist Financial Corporation is seeking a client advocacy specialist to review complaints, de-escalate issues, and research complex interactions. The role blends client communication with account and transaction investigation in a hybrid environment.

You will work from a first shift, Monday–Friday, with some flexibility in start times, using Salesforce and bank systems to resolve cases in compliance with policies. Strong English, detail orientation, and teamwork are essential.