Full-Time

Client Solutions Specialist I

Posted on 5/17/2025

Truist

Truist

10,001+ employees

Provides banking, lending, and wealth management services

No salary listed

Entry

Winston-Salem, NC, USA

Office centric workstyle at posted location only.

Category
Customer Success
Sales & Account Management
Requirements
  • High school diploma or equivalent education and 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 flexible schedule, including overtime as needed.
Responsibilities
  • Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
  • Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
  • Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
  • Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
  • Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
  • Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
  • Execute on the established call scripts documented in training, policies, procedures, and guidelines.
  • Achieve acceptable call monitoring scores in each call category.
  • Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquiries, complaints, and other calls that require special handling.
  • Accurately process payments, transactions, and workflows.
  • Complete all required Computer Based Training (CBT) courses accurately and timely.
Desired Qualifications
  • Previous Client service, collections, or sales experience
  • Bilingual

Truist Financial Corporation provides a variety of financial services to over 10 million households in the United States. Their offerings include personal and commercial banking, lending, and wealth management. Truist focuses on integrated relationship management solutions, catering to individuals, small businesses, and large corporations. The company earns revenue through interest on loans, fees for banking services, and advisory fees for wealth management. Truist distinguishes itself from competitors by its commitment to community development, forming partnerships with organizations like the NFL and the Atlanta Braves to support local initiatives. The company's goal is to inspire and build better lives and communities through effective leadership and strategic partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

Washington DC, District of Columbia

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Truist's focus on digital banking aligns with industry trends towards digital transformation.
  • The company's commitment to ESG practices positions it well in the sustainable investing landscape.
  • Truist's fintech partnerships enhance its ability to offer innovative financial products.

What critics are saying

  • Increased competition in wealth management from firms like Raymond James Financial Inc.
  • Potential financial strain from extensive community development initiatives like the YMCA grant.
  • Exposure to volatile biotech market through expanded equity research coverage.

What makes Truist unique

  • Truist offers integrated relationship management solutions across personal and commercial banking.
  • The company partners with major organizations like the NFL and Atlanta Braves for community development.
  • Truist's leadership, including CEO Bill Rogers, is recognized for distinguished service and innovation.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Company News

YMCA of Charlotte
May 8th, 2025
YMCA of Greater Charlotte Receives $500,000 Grant from Truist Charitable Fund

YMCA of Greater Charlotte receives $500,000 grant from Truist Charitable Fund.

Sportsbet
May 7th, 2025
PGA Tour playing in Philadelphia for first time in over 5 years

With the Truist's annual venue serving as the host for the PGA Championship a replacement for the year was necessary and the Philadelphia Cricket Club stepped up.

Los Angeles Business Journal
May 5th, 2025
Altruist Secures $152M, Valued at $1.9B

Altruist, based in Culver City, raised $152 million in funding, bringing its valuation to $1.9 billion. Founder Jason Wenk claims this will be the last funding round needed. The firm aims to enhance technology for independent registered investment advisers (RIAs) to serve more clients efficiently. Altruist expects to grow over 100% this year and serves 1,000 RIA firms with 4,700 advisers, holding over 10% market share. The funding was led by GIC, a global investor from Singapore.

GlobeNewswire
May 5th, 2025
CSW Industrials Renews, Extends Revolving Credit Facility and Upsizes to $700 Million

DALLAS, May 05, 2025 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI) today announced the renewal and extension of its existing Revolving Credit...

ETF Daily News
Apr 25th, 2025
Raymond James Financial Inc. Acquires Shares of 52,588 Workiva Inc. (NYSE:WK)

Finally, Truist Financial Corp purchased a new stake in Workiva in the 4th quarter valued at $211,000.