Full-Time

Care Center Team Leader

Account Sec & Claims Consumer

Posted on 9/20/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid, Senior

Arlington, TX, USA

Category
Customer Experience
Customer Support
Customer Success & Support
Requirements
  • Associate degree, or equivalent education and related training or experience
  • Three years of client contact center experience or three years of combined leadership experience in a supervisory or escalation support role
  • Thorough knowledge of branch and/or contact center procedures, policies, etc.
  • Proficiency in computer applications (e.g. Windows, Microsoft Office, Excel), 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
Responsibilities
  • Lead with Truist Purpose, Mission and Values to deliver care through exceptional client service and create a differentiating client experience for care center teammates.
  • Follow structured coaching to develop teammates to provide clients quality service for immediate needs and solutions for the future.
  • Services as a teammate and client advocate by acting as a conduit between clients, client center subject matter experts, operations, complaints, and technical teams to improve procedures, policies, systems.
  • Manages care center teammates, inclusive of performance and development, time tracking, corrective action, and termination. Ensures equal accountabilities for all teammates.
  • Investigate and provide recommendations/actionable insights to Care Center Manager to make informed decisions to contribute to team success.
  • Through coaching and observation, identify and correct procedural errors and escalate concerns that pose a risk to the bank.
  • Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
  • Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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