Client Care Servicing Specialist – Account Sec & Claims – Small Business
| Company | Truist |
|---|---|
| Location | Arlington, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
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
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.
Preferred Qualifications
- 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