Client Solutions Specialist I

Truist Financial
North Carolina
Full timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Communication","Adaptability"]

Collect delinquent accounts using agreed collection strategies while following all policies and compliance requirements. Provide transparent, client-focused cure plans and negotiate payment arrangements to resolve delinquency. Manage and document client communications, account details, payments, and workflows in the system of record, while meeting performance goals and call monitoring expectations. Complete required training and coordinate special-handling calls with Client Default Leaders as needed.

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FursaFursa
Truist Financial
Truist Financial
1 week ago

Client Solutions Specialist I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Collect delinquent accounts using agreed collection strategies while following all policies and compliance requirements. Provide transparent, client-focused cure plans and negotiate payment arrangements to resolve delinquency. Manage and document client communications, account details, payments, and workflows in the system of record, while meeting performance goals and call monitoring expectations. Complete required training and coordinate special-handling calls with Client Default Leaders as needed.
Location: North Carolina
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Achieve performance expectations for collection efforts for assigned accounts based on individual goals and objectives.
  • •Provide client cure plans and negotiate payment arrangements to cure delinquency in accordance with policies and training.
  • •Disclose relevant account information accurately and professionally, and manage client communications with integrity.
  • •Work accounts thoroughly using established procedures, including contact attempts and required letters.
  • •Document all collection efforts in the system of record and process payments and workflows accurately.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

Key Requirements

  • •High school diploma or equivalent education and related training or experience.
  • •Strong verbal and written communication skills.
  • •Basic computer skills.
  • •Ability to work in a fast-paced, dynamic environment.
  • •Ability to work a flexible schedule, including overtime as needed.
Education:High School
Skills:CommunicationAdaptability
Languages:EnglishBilingual

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