Client Solutions specialist I

Truist BankLumberton, NC
Onsite

About The Position

The Client Solutions Specialist I position involves collecting delinquent accounts according to agreed-upon strategies while adhering to all collection policies, procedures, and guidelines. The role requires providing exceptional client service by being transparent, positive, and treating clients with respect. The position is a regular, full-time role with a 1st shift work schedule in the United States of America. The company is Truist Financial Corporation.

Requirements

  • High school diploma or equivalent education and related training or experience
  • Strong verbal and written communication skills
  • Basic Computer skills
  • Ability to perform in a fast paced, highly dynamic environment.
  • Ability to work flexible schedule, including overtime as needed.
  • English language fluency

Nice To Haves

  • Previous Client service, collections, or sales experience
  • Bilingual

Responsibilities

  • Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
  • Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
  • Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
  • Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
  • Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.).
  • Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
  • Execute on the established call scripts documented in training, policies, procedures, and guidelines.
  • Achieve acceptable call monitoring scores in each call category.
  • Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquiries, complaints, and other calls that require special handling.
  • Accurately process payments, transactions, and workflows.
  • Complete all required Computer Based Training (CBT) courses accurately and timely.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • Vacation time (no less than 10 days)
  • Sick days (10 days)
  • Paid holidays
  • Defined benefit pension plan (potential)
  • Restricted stock units (potential)
  • Deferred compensation plan (potential)
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