What are the responsibilities and job description for the Commercial/Complex Client Resolution Specialist position at Truist Bank?
Language Fluency: English (Required)
English (Required)
Work Shift:
Job Grade:
106Please review the following job description:
Work on client complaint cases that include topics such as: account issues for small to medium business, commercial, national payments, corporate institutional, and client complaints that Truist receives from various regulatory agencies or senior leaders. Uncover the issues impacting the client so we can assure the client we are working on their issues, de-escalate as needed, and solve the issues following Truist policies and procedures.ESSENTIAL DUTIES AND RESPONSIBILITIES
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. Provide resolution and response to client complaints received by Truist, with focus on complaints coming from the Commercial Community Bank and Corporate and Institutional Group, with some work on complaints that come from regulatory agencies or Truist senior leaders.
2. Ensure resolution and responses are in full regulatory compliance and aligned with Truist’s policies and procedures.
3. Manage and work a caseload of complaints through Salesforce and other Bank systems.
4. Document cases thoroughly and ensure that client concerns have been adequately addressed in a timely and professional manner.
5. Working to address client concerns while demonstrating Truist’s Purpose, Mission and Value systems.
6. Be an active participant in on-going training as the banking landscape changes.
7. Prioritize and organize tasks and work queues to meet deadlines; process information with a high degree of accuracy.
QUALIFICATIONS
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. Consistent success in effective problem resolution
2. 3-4 years of client or customer facing experience (in person or phone)
3. Routine experience with various MSOffice applications such as Word and Excel
4. Excellent command of verbal and written English
5. Ability to function effectively on a team with an off-site manager
6. Prior experience or willingness to take part in in record phone calls
Preferred Qualifications:
1. Bachelor’s degree, or equivalent education and related training or experience
2. At least 5 years of experience in financial services or another highly regulated industry
3. Experience working with Salesforce
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.