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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client complaint resolution and effective communication, ensuring compliance with regulations and internal policies. Proficient in managing caseloads and collaborating with teams to enhance client satisfaction in a regulated financial services environment.
Highest-signal resume keywords
Client Complaint ResolutionSalesforce ExperienceFinancial Services ExperienceVerbal And Written CommunicationProblem Resolution
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 Complaint ManagementResearch And AnalysisDocumentationTask PrioritizationMSOffice Applications
Soft Skills
Team CollaborationDe-EscalationProfessionalismOrganizational Skills
Certifications & Qualifications
Associate's Degree
Industry Keywords
Regulated IndustryBanking ProductsClient InteractionE-VerifyRight To Work
About the role
Key responsibilities & impact- Provide resolution and responses to client complaints, focusing on personal clients with varied banking products
- Work on complaints received from regulatory agencies or Truist senior leaders
- Research account and transaction issues and uncover factors impacting clients
- De-escalate client interactions and resolve issues under Truist policies and procedures
- Ensure resolutions and responses comply with regulations and Truist policies
- Manage complaint caseloads through Salesforce and other bank systems
- Thoroughly document cases and address client concerns promptly and professionally
- Participate in ongoing training as the banking landscape changes
- Prioritize and organize tasks and work queues to meet deadlines with high accuracy
- Collaborate with partners and back-office teams
Requirements
What you’ll need- Consistent success in effective problem resolution
- 2+ years of client or customer facing experience, in person or by phone
- Routine experience with MSOffice applications such as Word and Excel
- Excellent command of verbal and written English
- Ability to function effectively on a team with an off-site manager
- Prior experience or willingness to take part in recorded phone calls
- Associate’s degree, or equivalent education and related training or experience preferred
- At least 3 years of experience in financial services or another highly regulated industry preferred
- Experience working with Salesforce preferred
- Must be legally eligible to work in the United States, as indicated by E-Verify/Right to Work materials
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- No less than 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
- Reasonable accommodation for applicants with disabilities
