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Client Care Center - Servicing Specialist - Small Business Account Security & Claims
Client Care Center - Servicing Specialist - Small Business Account Security & Claims-February 2024
Whiteville
Feb 10, 2026
About Client Care Center - Servicing Specialist - Small Business Account Security & Claims

  The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

  Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

  If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)

  (accommodation requests only; other inquiries won't receive a response).

  Regular or Temporary:

  Regular

  Language Fluency: English (Required)

  Work Shift:

  1st shift (United States of America)

  Please review the following job description:

  This position works onsite, it is NOT remote.

  Training is Monday-Friday from 8:30am-5:30pm for 2 months.

  The Client Care Center is open from 8am-8pm 365 day per year, including holidays. If interested in this opportunity you will need to be available to work these days and hours.

  Responsible for incoming calls for routine and complex inquiries regarding products, procedures, systems or policies for new and existing clients. Committed to utilize all available tools and resources to maintain client satisfaction, track all unresolved issues accurately, to ensure timely follow up and resolution. Service Representatives act as client advocates to track client complaints and feedback in regards to Truist, our teammates, products and vendors.

  Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  Provide outstanding, personalized service to all clients by building rapport and providing timely solutions and/or alternatives.

  Assist clients with inquiries and/or problem resolution in a professional and composed manner.

  Uncover opportunities for banking solutions for clients expressed and unexpressed needs. (Banking solutions could include changing of account types, the opening of new accounts such as demand deposits, time deposits, credit cards, balance transfers, new loans/lines of credit e.g., mortgage referrals, secured and unsecured lending or refinancing existing loans for more competitive rates or payments, etc.)

  Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.

  Follow established policies, procedures, guidelines, regulations and laws to protect both our clients and Truist from any unnecessary risk.

  Follow a daily set schedule that will require having efficient time management skills as well as a careful attention to detail.

  May support Consumer, Small Business and Private Wealth Clients with products including: Digital/e-Services, Credit and Debit Cards, Mortgages, Loans, Demand Deposit, Time Deposit and Retirement accounts.

  QUALIFICATIONS

  Required Qualifications:

  The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  High School diploma, or equivalent education and related training or experience

  One Year of client servicing work experience (call center, retail, hospitality, medical, etc.)

  Skills: Proficiency in Computer Applications (Windows, MS Office, etc.), Technical, Interpersonal, Problem Solving 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.

  Preferred Qualifications:

  Prior experience in referring products, solutions, etc. to clients

  Prior experience working in a call center or high volume/fast-paced work environment

  Background in supported department/product

  Some college or degree earned.

  General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

  . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

  Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

  EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

  Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

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