Small Business Client Care Specialist

Truist Wealth; Whiteville (NC); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Tax-advantaged savings accounts

401k plan

Vacation and sick days

Job summary

Truist Financial Corporation is seeking a client-focused service professional to handle incoming inquiries from new and existing clients in the Care Center. You will deliver a differentiated experience by guiding clients through Truist products, procedures, and policies, while using available tools to resolve issues and educate on self‑service options.

The role emphasizes accurate issue tracking, timely follow-up, and adherence to regulatory standards; you will collaborate across lines of

Qualifications

• High School diploma, or equivalent education and related training or experience.
• One year of client servicing work experience (call center, retail, hospitality, 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)

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.

Skills

Client service

Communication skills

Problem solving

Multi-platform work

Education

High School diploma

Tools

Windows

Microsoft Office

Job description

Truist Financial Corporation is seeking a client-focused service professional to handle incoming inquiries from new and existing clients in the Care Center. You will deliver a differentiated experience by guiding clients through Truist products, procedures, and policies, while using available tools to resolve issues and educate on self‑service options.

The role emphasizes accurate issue tracking, timely follow-up, and adherence to regulatory standards; you will collaborate across lines of