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Truist Bank

Runs banking and lending for people and businesses

Client Solutions Specialist 1

Full-TimeUpdated on 10/22/2026
No salary listed
Entry
Lumberton, NC, USA
In Person
InsuranceClaims Adjudication

About the job

Requirements
  • A high school diploma or equivalent education and related training or experience is required.
  • Strong verbal and written communication skills are required.
  • Basic computer skills are required.
  • Ability to perform in a fast-paced, highly dynamic environment is required.
  • Ability to work a flexible schedule, including overtime as needed, is required.
Responsibilities
  • Collect delinquent accounts according to agreed-upon collection strategies while adhering to collection policies, procedures, and guidelines.
  • Achieve collection performance expectations 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.
  • Disclose all relevant account information to clients accurately, professionally, and positively.
  • Manage client communications and provide accurate account details and information professionally and with integrity while meeting compliance and quality expectations.
  • Work assigned 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 as 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 is preferred.
  • Bilingual ability is preferred.

About the company

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

Washington DC, District of Columbia

Founded

2019

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Simplify's Take

What believers are saying

  • Eligible Truist teammates gain another retirement income source: the company fully funds a defined-benefit pension.
  • Teammates get time for community work: Truist allocates 24 volunteer hours through its onboarding program.
  • Truist rewards deeper relationships: One Checking automatically increases perks across five account levels as eligible balances grow.

What critics are saying

  • Rate exposure dominates: December 2025 figures put net interest at 71% of Truist parent revenue.
  • Credit costs persist: December 2025 results show Truist's parent recorded $1.89 billion in credit-loss provisions.
  • New Truist hires wait for employer retirement contributions: eligible 401(k) matching starts after one year.

What makes Truist Bank unique

  • Truist cushions small shortfalls: qualifying One Checking customers receive a $100 overdraft buffer without overdraft-related fees.
  • Truist competes on borrowing cost: LightStream beats qualifying rival unsecured loan rates by 0.10 percentage points.
  • Truist builds leadership skills through psychology: its Leadership Institute draws on more than 60 years of training.

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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

Growth & Insights and Company News

Headcount

6 month growth

6%

1 year growth

6%

2 year growth

6%
MarketScreener
Oct 21st, 2026
Westrock Coffee Completes Upsized $600 Million Five-Year Credit Facility Refinancing

New facilities provide approximately $270 million of liquidity at closing; oversubscribed syndication allowed the facilities to be upsizedTransaction Highlights Upsized facility: $600 million of new...

PR Newswire
Oct 19th, 2026
Infosys expands Truist partnership to build AI-first Hyderabad capability centre, onboarding 1,000+ staff

Infosys has expanded its collaboration with Truist, a large US financial services company, to support the build-out of Truist's AI-first Global Capability Center (GCC) in Hyderabad, India. Truist is consolidating work now handled by several suppliers in India into a single operating model. Infosys and Truist will mark the onboarding of more than 1,000 colleagues later this month. Infosys will help Truist build, scale, and transition a self-sustaining centre of excellence that combines AI, technology, data, and operations. The model aims to reduce third-party dependency and manage the complexity of global delivery. Truist chief information officer Steve Hagerman said the centre builds "not just capacity, but enduring expertise.

Yahoo Finance
Oct 18th, 2026
Truist Q3 profit halves to $684M as revenue falls 16% amid balance sheet reset

Truist Financial reported a sharp drop in third-quarter profit as it worked through a balance sheet clean-up. Its shares rose 1.1% to about $47 on Friday. Revenue fell about 15.8% to $4,000 million from $4,751 million a year earlier. Net income, excluding extra items, fell about 49.3% to $684 million from $1,348 million. Earnings per share were $0.57, down from $1.05. Adjusted earnings per share were $1.16, with adjusted return on tangible common equity at 14.6%. Net interest margin held steady at 3.00%. Wealth management had its best quarter and deposits grew. Noninterest expense reached $3.1 billion, and net charge-offs stood at 77 basis points. The exits from RAC auto and LightStream cut risk, but commercial real estate exposure remains a concern.

Yahoo Finance
Oct 16th, 2026
Truist consumer banking chief exits in shakeup as bank sells $7.7B of LightStream loans

Truist consumer and small business banking chief Dontá Wilson is leaving the bank, six weeks into Mike Lyons' tenure as chief executive officer. Wilson was the last executive remaining from the 2019 SunTrust-BB&T merger that created Truist. Shimna Sameer, hired in July to lead wealth management, will take over consumer banking. Jeff Warner, a 25-year PNC veteran, joins as chief small business banking officer, and D. Steve Boland, a former Bank of America executive, becomes vice chair. All three report to Lyons. Truist also agreed to sell $7.7 billion of LightStream loans to Carlyle, expected to generate $7.2 billion in net proceeds. The deal should close in the fourth quarter and exits a non-core business, the bank said.

AdvisorHub
Oct 16th, 2026
Rockefeller snags $1.2 billion Truist team in Florida.

Rockefeller snags $1.2 billion Truist team in Florida. October 16, 2026 (L to R) Gordon Kellam, Owen Wilson and Matthew Caras, who joined Rockefeller from Truist in Naples, Florida. Another billion-dollar team has left Truist Bank, this time for Rockefeller Global Family Office. The Kellam Group, which managed $1.2 billion in client assets, joined Rockefeller on Friday in Naples, Florida, according to a source familiar with the move. The team, led by Gordon B. Kellam, Owen M. Wilson and Matthew T. Caras, produced $7 million in revenue, the source said. They moved with support staff Erica Solas, Sumera Yousaf, Brad Cherkin and Charles Outlaw. The group had joined Truist by way of its BB&T predecessor. Kellam, who had been a producing complex manager at BB&T, started his career in 2001 and joined BB&T in 2013 from Merrill Lynch, according to BrokerCheck. Wilson and Caras, who have 14 and 33 years of experience, respectively, joined BB&T in 2017 from UBS and Wells Fargo. Their move extends a streak of departures from Truist. Earlier this month, a 13-person team managing $3 billion in assets left for Captrust Financial Advisors. In September, Rockefeller landed another Truist team with $1 billion in assets in North Carolina. The exits reflect the expiration of retention loans granted around the 2019 merger of BB&T and SunTruist, according to the source and a former Truist advisor who spoke on condition of anonymity. They also cited frustrations over tiered fee increases that advisors were responsible for implementing across client accounts. A Truist spokesperson declined to comment on the departure. For Rockefeller, the hire bolsters a Naples office established in May with a $1.2 billion Morgan Stanley team. The office is part of the southeast region led by Kristen Sario. As of June 30, Rockefeller oversaw $224 billion in client assets across its family office, investment management and investment banking units, according to its company website. Firms will be able to present projected returns as part of an update aimed at harmonizing marketing rules between Finra and the SEC. Oct 16, 2026 Oct 15, 2026 Oct 14, 2026 Oct 13, 2026