Client Solutions Specialist II jobs in United States
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Truist ยท 1 month ago

Client Solutions Specialist II

Truist Bank is seeking a Client Solutions Specialist II to manage delinquent accounts and provide exceptional client service. The role involves achieving collection performance expectations, negotiating payment arrangements, and maintaining compliance with collection policies.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

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 customers accurately, professionally, and in a positive manner
Manage client communications and provide accurate account detail and information with a high 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.)
Assist less experienced teammates with more difficult collection accounts and client calls
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
Provide clients with cure plans options as well loan modifications when appropriate according to policy procedure, and guidelines
Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, 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

Qualification

Collections experienceClient Default SolutionsRegulatory requirementsBasic computer skillsBilingualLending experienceCall center experienceVerbal communicationWritten communication

Required

High school diploma or equivalent education and related training or experience
One to two years of collections experience
Consistently exceed production performance of peer group on goals established for Client Solution Specialist I
Strong understanding of systems and products across Client Default Solutions
Strong verbal and written communication skills
Basic computer skills
Ability to work flexible schedule, including overtime as needed
Strong understanding of all regulatory requirements surrounding collections

Preferred

Bilingual
Previous lending or call center experience

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Company

Truist is the sixth-largest commercial bank in the U.S.

H1B Sponsorship

Truist has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-01-01Seed

Leadership Team

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Michael Maguire
Chief Financial Officer
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James Cordovana
SVP of Cloud Security Enterprise Architect
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Company data provided by crunchbase