Truist · 3 weeks ago
Client First Solutions Advisor
Whiteville, NC
Full-time
Onsite
Entry, Mid Level
2+ years expTruist Bank is seeking a Client First Solutions Advisor who is passionate about enhancing the client experience. The role involves resolving complex client requests, managing operational issues, and ensuring compliance while delivering exceptional service to both internal and external clients.
BankingFinanceFinancial Services
Responsibilities
Investigate and provide resolution to clients’ highly complex requests to Care Center, branches and other lines of business, requiring use of multiple specialties (e.g. business care, card, loan servicing)
Resolve escalated calls from teammates with questions regarding procedures, systems or policies
Resolve highly complex bank operational problems within guidelines and policies
Manage and maintain RISK items and procedures to stay within compliance to prevent loss to the bank. This does include a higher level of operational authority for CFS only empowerments
Communicate with internal and external clients and third parties via telephone, email or other appropriate channels in order to facilitate resolution of the issue. Effectively employ negotiation and problem-solving skills to facilitate the appropriate resolution of complaints
Deliver care through exceptional client service and create a differentiating client experience while providing support to internal and external clients by executing on the Truist Purpose, Mission and Values
Assist in the identification of revenue blockers and in the simplification, centralization and/or elimination of processes directly affecting revenues
Identify and correct bank errors and escalate regulatory concerns that pose a risk to the bank
Provide full resolution to highly escalated client complaints for various supported business units in a professional and empathetic manner while ensuring regulatory compliance and operational accuracy
Maintain current professional specialized knowledge of compliance regulations, bank products, policies and procedures and other Business Unit strategies by completing all training applicable to areas of expertise
Take a leadership role in resolution and response of complex complaint scenarios when resolution requires additional coordination and research between business units
Works independently with minimum manager oversight
Assist direct manager by providing support to peers across all lines of business. Serve as a mentor and client service advocate
Qualification
Required
Associate degree, or equivalent education and related training or experience
Two years of high level of performance/achievement in client contact center or bank operations
Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
Excellent verbal and written communication skills
Demonstrate proficiency in attention to detail with the ability to process information with a high degree of accuracy
Strong leadership qualities and excellent interpersonal skills
Creative thinker and problem solver
Ability to maintain composure and professionalism in highly emotional situations
Ability to develop and maintain excellent client relations and display genuine concern for client complaints while working with dedication towards finding solutions
Preferred
Prior experience working in a call center or high volume/fast-paced work environment
Background in supported department/product
Prior experience in a Truist client-facing role
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
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
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 StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
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