SHF Client Solutions Specialist I

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Communication","Professionalism","Integrity","Attention to compliance"]

Collect delinquent client accounts using approved collection strategies while following all policies, procedures, and compliance expectations. Provide transparent, professional client service, including delivering cure plans and negotiating payment arrangements to resolve delinquency. Manage client communications, document collection activity in the system of record, execute training call scripts, process payments accurately, and meet performance goals for calls and monitoring scores.

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Truist Financial
Truist Financial
17 hours ago

SHF Client Solutions Specialist I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Collect delinquent client accounts using approved collection strategies while following all policies, procedures, and compliance expectations. Provide transparent, professional client service, including delivering cure plans and negotiating payment arrangements to resolve delinquency. Manage client communications, document collection activity in the system of record, execute training call scripts, process payments accurately, and meet performance goals for calls and monitoring scores.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Achieve collection performance expectations for assigned delinquent accounts based on individual goals and objectives
  • •Provide clients cure plans and negotiate payment arrangements in accordance with policies and guidelines
  • •Disclose relevant account information accurately and professionally while maintaining compliance and quality expectations
  • •Manage client communications and document collection efforts in the system of record, including required letters and contact attempts
  • •Execute call scripts, monitor call categories, process payments/transactions, and complete required CBT courses

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysEquity

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, highly dynamic environment
  • •Ability to work a flexible schedule, including overtime as needed
Education:High School
Skills:CommunicationProfessionalismIntegrityAttention to compliance
Languages:English
Tech Stack:Computer based training (CBT)System of record

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