Client Care Center-Small Business Care

Job Title

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.

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 Act

Preferred 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