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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in client servicing and problem-solving within a fast-paced environment, utilizing technical skills and effective communication to deliver exceptional client experiences. Knowledgeable in regulatory requirements and capable of educating clients on bank products and services.
Highest-signal resume keywords
Client Servicing ExperienceProficiency in Microsoft OfficeProblem-Solving SkillsRegulatory Compliance KnowledgeVerbal and Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ServicingProblem-SolvingRegulatory ComplianceTechnical SkillsWindows Proficiency
Soft Skills
Interpersonal AbilitiesCommunication Skills
Tools & Technologies
Microsoft OfficeTruist Technologies
Industry Keywords
Call Center ExperienceClient AdvocacyConsultative ApproachSelf-Service OptionsHigh-Volume Environment
About the role
Key responsibilities & impact- Handle incoming calls for routine and low-complexity inquiries about products, procedures, systems, or policies
- Use available tools and resources to create a differentiated client experience
- Track unresolved issues accurately to ensure timely follow-up and resolution
- Act as a client advocate by tracking complaints and feedback regarding Truist, teammates, products, and vendors
- Deliver exceptional client service to internal and external clients
- Investigate and resolve client requests for Care Center, branches, and other lines of business using one specialty
- Educate clients about bank products and services using a consultative approach
- Identify and escalate bank errors and regulatory concerns that pose risk
- Inform and educate clients about self-service options through Truist technologies
- Follow policies, procedures, guidelines, regulations, and laws to protect clients and Truist
- Participate in required and voluntary educational opportunities, business resource group activities, and other work-related activities
Requirements
What you’ll need- High School diploma, or equivalent education and related training or experience
- One year of client servicing work experience
- Proficiency in computer applications (e.g. Windows, Microsoft Office)
- Technical skills, interpersonal abilities, problem-solving skills, and ability to work efficiently across multiple platforms
- Proficiency in written and verbal communications, including grammar and spelling
- Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
- English language fluency required
- Prior call center or high-volume/fast-paced work environment experience preferred
- Prior client-facing experience preferred
- Background in supported departments and/or products preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division
