About The Position

The Client Care Servicing Specialist is responsible for handling incoming calls related to routine and low complexity inquiries about products, procedures, systems, or policies for both new and existing clients. This role requires the utilization of all available tools and resources to deliver a distinctive client experience, accurately track unresolved issues, and ensure timely follow-up and resolution. Servicing specialists also act as client advocates, tracking client complaints and feedback concerning Truist, its teammates, products, and vendors.

Requirements

  • 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

Nice To Haves

  • Prefer fluent in both English and Spanish
  • Prior experience working in a call center or high volume/fast-paced work environment
  • Prior experience in a client-facing role
  • Background in supported departments and/or products

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 escalate, 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.

Benefits

  • Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
  • Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
  • Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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