Hybrid Client Resolution & Compliance Specialist

TalentAlly; Cookeville (TN); Hybrid; USD 46,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Vacation and Sick Days

Job summary

Truist Financial Corporation in the United States is seeking a Client Advocacy specialist to research complaints and complex interactions. You will balance client-facing communication, account and transaction research, and back-office coordination in a hybrid team with remote and onsite work.

Typical schedule is Monday–Friday, first shift, with some flexibility in start/end times. You will address a range of account issues across deposits, mortgages, auto loans, and credit cards, working to

Qualifications

• 2+ years of client or customer facing experience (in person or phone).
• Proficiency with 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 take part in recorded phone calls.

Responsibilities

• Provide resolution and responses to client complaints from personal clients with various products.
• Ensure regulatory compliance with Truist policies and procedures.
• Manage a caseload of complaints through Salesforce and other bank systems.
• Document cases thoroughly and ensure client concerns are addressed timely and professionally.
• Work to address client concerns while reflecting Truist's Purpose, Mission and Values.
• Participate in ongoing training as banking landscape evolves.
• Prioritize tasks and queues to meet deadlines with high accuracy.

Skills

Client communication

MS Office

English proficiency

Team collaboration

Phone calls

Education

Associate degree

Tools

Salesforce

Job description

Truist Financial Corporation in the United States is seeking a Client Advocacy specialist to research complaints and complex interactions. You will balance client-facing communication, account and transaction research, and back-office coordination in a hybrid team with remote and onsite work.

Typical schedule is Monday–Friday, first shift, with some flexibility in start/end times. You will address a range of account issues across deposits, mortgages, auto loans, and credit cards, working to