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Truist Bank

Runs banking and lending for people and businesses

Client Solutions Specialist 1

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeWinston-Salem, NC, USANo salary listedIn-person

About the Job

Requirements

  • A high school diploma or equivalent education and related training or experience.
  • One to two years of collections experience.
  • Consistently exceed the peer group's production performance on goals established for Client Solution Specialist I.
  • Strong understanding of systems and products across Client Default Solutions.
  • Strong verbal and written communication skills.
  • Basic computer skills.
  • Ability to work a flexible schedule, including overtime as needed.
  • Strong understanding of all regulatory requirements surrounding collections.

Responsibilities

  • Achieve performance expectations for collection efforts for assigned accounts based on individual goals and objectives, such as minimum calls per day, contact percentage, promises-to-calls ratio, and promises kept.
  • Provide clients with cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay in accordance with policies, procedures, guidelines, and training.
  • Accurately and professionally disclose relevant account information to customers in a positive manner.
  • Manage client communications and provide accurate account details and information professionally and with integrity while following required compliance and quality expectations.
  • Work accounts thoroughly according to established procedures, including contact attempts and required letters.
  • Assist less-experienced teammates with more difficult collection accounts and client calls.
  • Document all collection efforts for assigned accounts in the system of record in accordance with established policies, procedures, and guidelines, including relevant system codes as applicable.
  • Execute the call scripts documented in training, policies, procedures, and guidelines.
  • Achieve acceptable call-monitoring scores in each call category.
  • Provide clients with cure plan options and loan modifications when appropriate according to policy, procedure, and guidelines.
  • Communicate regularly with Client Default Leaders about repossessions, potential loss, inquiries, complaints, and other calls requiring special handling.
  • Accurately process payments, transactions, and workflows.
  • Complete all required computer-based training courses accurately and on time.

Desired Qualifications

  • Bilingual ability.
  • Previous lending or call center experience.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

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