Hybrid Client Resolution Specialist

TalentAlly; Atlanta (GA); Hybrid; USD 46,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Truist Financial Corporation is seeking a Client Advocacy specialist to research and resolve personal client complaints across multiple products, including mortgage loans, deposits, auto loans and credit cards.

The role blends client-facing communication with account research and back-office coordination. It requires strong problem-solving skills, English proficiency, and teamwork within a hybrid, first-shift environment.

Qualifications

• 2+ years of client or customer facing experience (in person or phone).
• Routine experience with MS Office applications (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 phone calls.

Responsibilities

• Provide resolution and response to client complaints with focus on personal clients across products.
• Ensure resolutions comply with Truist policies and procedures.
• Manage a caseload of complaints through Salesforce and other systems.
• Document cases thoroughly and address client concerns promptly and professionally.
• Work to address client concerns while aligning with Truist's Purpose, Mission and Values.
• Participate in ongoing training as the banking landscape changes.
• Prioritize and organize tasks to meet deadlines with high accuracy.

Skills

Problem resolution

Client-facing experience

MS Office (Word, Excel)

Verbal and written English

Team collaboration

Phone interviews

Education

Associate's degree or equivalent

Tools

Salesforce

Job description

Truist Financial Corporation is seeking a Client Advocacy specialist to research and resolve personal client complaints across multiple products, including mortgage loans, deposits, auto loans and credit cards.

The role blends client-facing communication with account research and back-office coordination. It requires strong problem-solving skills, English proficiency, and teamwork within a hybrid, first-shift environment.