Hybrid Remote Client Advocacy & Resolution Specialist

TalentAlly; Whiteville (NC); Hybrid; USD 46,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Job summary

Truist is seeking a Client Advocacy team member to resolve complaints from personal clients and regulatory sources. The role blends client communication, account research, and back-office coordination in a hybrid setup with flexible start times.

The position emphasizes issue de-escalation, accurate documentation, and adherence to Truist policies. Regular full-time schedule, with benefits eligibility for teammates working 20+ hours weekly.

Qualifications

• 2+ years of client or customer-facing experience.
• Proficiency with MS Office (Word, Excel).
• Excellent verbal and written English.
• Ability to work on a team with an off-site manager.
• Willingness to participate in recorded phone calls.
• Associate's degree or equivalent education and related training or experience.
• 3+ years of experience in financial services or another highly regulated industry.
• Experience working with Salesforce.

Responsibilities

• Provide resolution and response to client complaints with focus on personal clients.
• Ensure resolution and responses are compliant with regulations and policies.
• Manage and work a caseload of complaints in Salesforce and other bank systems.
• Document cases thoroughly and ensure client concerns are addressed timely.
• Work to address client concerns while upholding Truist’s purposes and values.
• Participate in ongoing training as the banking landscape changes.
• Prioritize and organize tasks to meet deadlines with high accuracy.

Skills

Problem resolution

Customer facing experience

MS Office

Verbal and written English

Team collaboration

Phone call recording

Salesforce

Education

Associate's degree or equivalent

Job description

Truist is seeking a Client Advocacy team member to resolve complaints from personal clients and regulatory sources. The role blends client communication, account research, and back-office coordination in a hybrid setup with flexible start times.

The position emphasizes issue de-escalation, accurate documentation, and adherence to Truist policies. Regular full-time schedule, with benefits eligibility for teammates working 20+ hours weekly.