Small Business Client Care Specialist

Truist Wealth; Oak Ridge (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and sick days

Job summary

Truist Financial Corporation is seeking a customer service representative in the United States to handle incoming calls for routine inquiries and provide a differentiated client experience. You will resolve client issues, educate on bank products, and follow policies to protect clients and the bank.

This role requires strong communication, computer skills, and English proficiency. Regular work shift, with growth opportunities and comprehensive benefits within Truist’s client-centric culture.

Qualifications

• High School diploma, or equivalent education and related training or experience.
• One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
• Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms.
• Proficiency in written and verbal communications (including grammar and spelling)
• Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act

Responsibilities

• Deliver care through exceptional client service and create a differentiating client experience while providing support to internal and external clients by executing on the Truist Purpose, Mission and Values.
• Investigate and provide resolution to clients’ requests to Care Center, branches and other lines of business, requiring use of one specialty (e.g. business care, card, loan servicing).
• Utilize a consultative approach to resolve client issues through educating the clients of bank products and services.
• Identify and elevate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
• Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
• Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
• Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.

Skills

Client servicing

Communication skills

Problem solving

Interpersonal abilities

Grammar and spelling

Education

High School diploma or equivalent

Tools

Windows

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer service representative in the United States to handle incoming calls for routine inquiries and provide a differentiated client experience. You will resolve client issues, educate on bank products, and follow policies to protect clients and the bank.

This role requires strong communication, computer skills, and English proficiency. Regular work shift, with growth opportunities and comprehensive benefits within Truist’s client-centric culture.