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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive complaint resolution expertise within financial services, ensuring compliance with regulatory standards while effectively managing team performance and client communications. Proficient in mentoring and guiding team members to enhance service delivery and operational efficiency.
Highest-signal resume keywords
Complaint Resolution ExpertiseRegulatory Compliance KnowledgeTeam Leadership ExperienceClient Service ExperienceMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Complaint ResolutionRegulatory KnowledgeCase Documentation ReviewProcess ImprovementTime ManagementWorkload MonitoringClient CommunicationIssue EscalationQuality Standards ManagementMentoring
Soft Skills
Excellent Communication SkillsOrganizational SkillsProblem-Solving SkillsCollaboration SkillsCoaching Skills
Tools & Technologies
SalesforceCase Tracking ToolsMicrosoft Office
Industry Keywords
Financial ServicesClient AdvocacyComplaint ManagementRegulated IndustryAudit Readiness
About the role
Key responsibilities & impact- Oversee the day-to-day work of Client Resolution Specialists
- Ensure timely, accurate, and compliant resolution of client complaints
- Review complaint responses and case documentation for policy, procedure, and regulatory alignment
- Coach and provide real-time support on complex, sensitive, or escalated complaints
- Monitor team workload, queue management, productivity, service levels, deadlines, and quality standards
- Handle a reduced number of complex or high-risk complaints
- Coordinate complaints across multiple business units and elevated stakeholders
- Reinforce regulatory requirements and internal controls
- Support onboarding and ongoing training on complaint resolution, systems usage, and client communication
- Identify trends, recurring issues, and process improvement opportunities
- Escalate insights and recommendations to the Client Resolution Team Manager
- Model and reinforce Truist Purpose, Mission, and Values
- Work remotely on Saturdays and in the office on other scheduled work days
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- 4+ years of experience in client service, complaint resolution, or related roles within financial services or a regulated industry
- Extensive complaint resolution knowledge/experience, including knowledge of resolution path with business partners
- Demonstrated success resolving complex client issues and managing competing priorities in a high-volume environment
- Prior experience providing guidance, mentoring, or informal leadership to teammates
- Strong working knowledge of regulatory and compliance considerations related to client complaints
- Excellent written and verbal communication skills, including ability to review and refine client correspondence
- Strong organizational and time management skills
- Ability to monitor and manage team workload and deadlines
- Ability to partner effectively with managers, peers, and cross-functional stakeholders in a matrixed environment
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel, occasionally overnight
- English language fluency required
- Preferred: Experience as a Client Resolution Senior Specialist at Truist
- Preferred: Prior supervisory or team lead experience in a client service or complaint resolution environment
- Preferred: Experience in financial services complaint management, regulatory response, or client advocacy functions
- Preferred: Familiarity with complaint management systems such as Salesforce and case tracking tools
- Preferred: Experience supporting quality assurance, audit readiness, or compliance reviews
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- 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)
