Client Resolution Specialist I/II-1

Truist Financial
Richmond, Tennessee, North Carolina, Atlanta
Workplace: OnsiteFull timeUSD 45,760 - 76,270 annuallyFunction: Customer Support (Service Desk)Experience: 2+ yearsEducation: associatesSkills: ["Problem resolution","Verbal communication","Written communication","Teamwork","Accuracy"]

Handle client complaint cases, including issues across deposit accounts, mortgage and auto loans, and credit cards, as well as complaints received from regulatory agencies or senior leaders. De-escalate concerns, investigate root causes, and provide compliant resolutions aligned with Truist policies and procedures. Manage a caseload through Salesforce and other banking systems, document cases thoroughly, and stay current through ongoing training while meeting deadlines accurately.

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Truist Financial
Truist Financial
2 days ago

Client Resolution Specialist I/II-1

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Last checked: 12 hours agoStatus: Live

Job Summary

Handle client complaint cases, including issues across deposit accounts, mortgage and auto loans, and credit cards, as well as complaints received from regulatory agencies or senior leaders. De-escalate concerns, investigate root causes, and provide compliant resolutions aligned with Truist policies and procedures. Manage a caseload through Salesforce and other banking systems, document cases thoroughly, and stay current through ongoing training while meeting deadlines accurately.
Location: Richmond, Tennessee, North Carolina, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Resolve client complaints, including cases involving personal clients with multiple Truist products and complaints from regulatory agencies or senior leaders.
  • •Ensure complaint resolutions and responses are compliant with regulations and aligned with Truist policies and procedures.
  • •Manage a caseload of complaints through Salesforce and other bank systems.
  • •Document cases thoroughly and address client concerns in a timely and professional manner.
  • •Participate in ongoing training and prioritize work queues to meet deadlines with high accuracy.

Pay and Benefits

Salary: USD 45,760 - 76,270 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Provide effective problem resolution for client/customer complaints.
  • •2+ years of client or customer-facing experience (in person or phone).
  • •Routine experience with MS Office applications such as Word and Excel.
  • •Excellent verbal and written command of English.
  • •Work effectively with an off-site manager and be willing to take part in recorded phone calls.
Experience:2+ yearsFinancial servicesHighly regulated industry
Education:Associate's
Skills:Problem resolutionVerbal communicationWritten communicationTeamworkAccuracy
Languages:English
Tech Stack:SalesforceMS OfficeWordExcel

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