Client Care Servicing Specialist-Small Business Care

Truist

Posted 3 months ago

Full Time

Cookeville, Tennessee

In Person

Smart Summary

Responsibilities

Handle incoming calls to resolve routine inquiries regarding products, procedures, and policies for small business clients. Act as a client advocate by tracking complaints and educating users on self-service banking technologies.

Qualifications

You have a high school diploma or equivalent education and at least one year of client servicing experience. You are proficient in computer applications, possess strong communication and problem-solving skills, and can work efficiently across multiple platforms.

Must Have Skills for ATS

Windows

Microsoft Office

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up and resolution. Servicing specialists act as client advocates to track client complaints and feedback regarding Truist, our teammates, products and vendors.Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.1.    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.
2.    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).
3.    Utilize a consultative approach to resolve client issues through educating the clients of bank products and services. 
4.    Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5.    Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6.    Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk. 
7.    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. QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1. High School diploma, or equivalent education and related training or experience 
2.    One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3.    Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4.    Proficiency in written and verbal communications (including grammar and spelling)
5.    Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending ActPreferred Qualifications:1.    Prior experience working in a call center or high volume/fast-paced work environment
2.    Prior experience in a client-facing role
3.    Background in supported departments and/or products
 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law    E-Verify IER Right to Work

Truist

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
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