Small Business Client Experience Specialist

Truist Wealth; Cookeville (TN); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k) plan

Paid time off

Job summary

Truist Financial Corporation is seeking a dedicated client servicing specialist to handle incoming calls for routine inquiries about bank products and services. You will use available tools to deliver a differentiated client experience and track unresolved issues for timely resolution.

Responsibilities include educating clients on self-service options, escalating errors or regulatory concerns, and maintaining compliance with Truist policies while supporting multiple platforms.

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

• Respond to incoming calls for routine inquiries regarding products, procedures, systems or policies.
• Provide differentiated client experience and track unresolved issues to ensure timely follow-up and resolution.
• Act as a client advocate to track complaints and feedback about Truist, products and vendors.
• Educate clients on self-service options and Truist technologies to enhance banking experience.
• Follow policies and regulations to protect clients and Truist from risk.

Skills

Client servicing

Communication skills

Problem-solving

Multitasking

Education

High school diploma or equivalent

Tools

Windows

Microsoft Office

Job description

Truist Financial Corporation is seeking a dedicated client servicing specialist to handle incoming calls for routine inquiries about bank products and services. You will use available tools to deliver a differentiated client experience and track unresolved issues for timely resolution.

Responsibilities include educating clients on self-service options, escalating errors or regulatory concerns, and maintaining compliance with Truist policies while supporting multiple platforms.