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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-timeBoca Raton, FL, USAIn-person

About the Job

Requirements

  • A high school diploma or equivalent education, plus related training or experience.
  • Strong verbal and written communication skills.
  • Basic computer skills.
  • Ability to perform in a fast-paced, highly dynamic environment.
  • Ability to work a flexible schedule, including overtime as needed.

Responsibilities

  • Achieve performance expectations for collection efforts on 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 their ability and willingness to pay in accordance with policies, procedures, guidelines, and training.
  • Disclose all relevant account information to clients accurately, professionally, and positively.
  • Manage client communications and provide accurate account details and information with professionalism and integrity while following required compliance and quality expectations.
  • Work accounts thoroughly according to established procedures, including contact attempts and required letters.
  • Document all collection efforts in the system of record for each assigned account according to established policies, procedures, and guidelines, including relevant system codes when applicable.
  • Execute established call scripts documented in training, policies, procedures, and guidelines.
  • Achieve acceptable call-monitoring scores in each call category.
  • 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

  • Previous client service, collections, or sales experience.
  • Bilingual ability.

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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