Client Solutions Specialist I

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Communication","Customer service","Documentation","Professionalism","Adaptability"]

Collect delinquent accounts using agreed collection strategies while following all collection policies, procedures, and compliance requirements. Provide transparent, professional client service, including developing cure plans and negotiating payment arrangements to resolve delinquency. Manage client communications, process payments and transactions, document all collection activity in the system of record, follow call scripts, and meet call/performance targets while coordinating escalations with Client Default Leaders.

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Truist Financial
Truist Financial
4 days ago

Client Solutions Specialist I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Collect delinquent accounts using agreed collection strategies while following all collection policies, procedures, and compliance requirements. Provide transparent, professional client service, including developing cure plans and negotiating payment arrangements to resolve delinquency. Manage client communications, process payments and transactions, document all collection activity in the system of record, follow call scripts, and meet call/performance targets while coordinating escalations with Client Default Leaders.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Achieve performance expectations for collection efforts on assigned accounts (calls, contact rates, promises).
  • •Provide clients cure plans and negotiate payment arrangements while following policies and evaluating ability/willingness to pay.
  • •Disclose accurate account information and manage client communications professionally while meeting compliance/quality requirements.
  • •Work accounts thoroughly using established procedures and call scripts documented in training.
  • •Document all collection efforts in the system of record, including system codes where applicable, and process payments/transactions/workflows.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysRsus

Key Requirements

  • •High school diploma or equivalent with related training or experience.
  • •Strong verbal and written communication skills.
  • •Basic computer skills and ability to use systems for documentation.
  • •Ability to work in a fast-paced, highly dynamic environment.
  • •Ability to work a flexible schedule, including overtime as needed.
Education:High School
Skills:CommunicationCustomer serviceDocumentationProfessionalismAdaptability
Languages:English
Tech Stack:Computer systems

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn