Small Business Client Care Specialist

Truist; Orlando (FL); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Job summary

Truist is seeking a customer service professional in Orlando to handle incoming calls for routine inquiries and provide a differentiated client experience. You will educate clients on bank products, resolve issues, and support multiple lines of business while adhering to policies and regulatory requirements.

The role emphasizes proactive follow-up, accurate issue tracking, and the use of Truist technologies to enhance self-service options for clients.

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, BRG activities and other work-related activities.

Skills

Client servicing

Problem solving

Written communication

Verbal communication

Multiplatform work

Computer skills

Education

High School diploma or equivalent

Tools

Windows

Microsoft Office

Job description

Truist is seeking a customer service professional in Orlando to handle incoming calls for routine inquiries and provide a differentiated client experience. You will educate clients on bank products, resolve issues, and support multiple lines of business while adhering to policies and regulatory requirements.

The role emphasizes proactive follow-up, accurate issue tracking, and the use of Truist technologies to enhance self-service options for clients.