Full-Time

Care Center Team Leader-Spanish Customer Care

Posted on 3/20/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Mid, Senior

Arlington, TX, USA

Category
Customer Experience & Support
Customer Support
Required Skills
Excel/Numbers/Sheets
Connection
Connection
Connection
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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.
Desired Qualifications
  • Mastery of all required minimum skills, including completion of skills-based care center training, for assigned team
  • Experience in leading, coaching, and developing a team to identify and offer products/solutions to meet client needs
  • Five years contact center leadership experience
  • Bachelor’s degree

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, reducing overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance the client experience.

Company Size

501-1,000

Company Stage

Series F

Total Funding

$601.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $152 million in Series F funding, boosting growth potential.
  • The company serves over 4,700 advisors, tripling assets under management consecutively.
  • Altruist's digital fixed-income trading aligns with expanding market trends.

What critics are saying

  • Competition from Robinhood and established players like Schwab and Fidelity is intense.
  • Rapid growth may strain Altruist's operational capabilities, risking service disruptions.
  • New regulatory compliance challenges arise with digital fixed-income trading addition.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free fractional share trading and automated rebalancer.
  • Altruist provides original content for insightful, actionable information for financial advisors.

Help us improve and share your feedback! Did you find this helpful?

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

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

1%

2 year growth

1%
Fintech News Singapore
Apr 23rd, 2025
GIC Leads US$152 Million Series F in U.S. Custodian Altruist

Altruist, a US-based custodian platform for registered investment advisors (RIAs), has raised US$152 million in a Series F funding round led by Singapore's sovereign wealth fund GIC.

Business Wire
Apr 22nd, 2025
Altruist Secures $152M Series F Funding

Altruist, a modern custodian for RIAs, raised $152 million in Series F funding led by GIC, valuing the company at approximately $1.9 billion. Other participants included Salesforce Ventures and Baillie Gifford. The funding follows a year of significant growth, with Altruist launching new products and expanding its executive team. The company now serves over 4,700 advisors and has tripled assets under management for two consecutive years.

Axios
Apr 22nd, 2025
Altruist Raises $152M, Nears $2B Valuation

Altruist, a custodian and software company for investment advisers, raised $152 million in Series F funding led by GIC, valuing it at $1.9 billion. This follows Robinhood's acquisition of custodian TradePMR for $300 million last year. Altruist was previously valued at $1.5 billion in May 2024. The RIA custody space, dominated by Charles Schwab and Fidelity, is seeing new entrants aiming to capture market share with innovative tech and lower fees.

Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

INACTIVE