Truist · 5 hours ago
Client Care Agent Assist Advisor
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
2+ years expTruist Bank is seeking a Client Care Agent Assist Advisor who will be responsible for handling incoming calls regarding products, procedures, and policies for clients. The role involves resolving complex inquiries, educating clients on banking solutions, and delivering exceptional client service while ensuring compliance with regulations.
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
Utilize a consultative approach to resolve client issues through educating the clients of bank products and services. 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.)
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
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
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
Deliver care through exceptional client service and create a differentiating client experience while providing support to internal and external clients by executing Truist Purpose, Mission and Values
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
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
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 written and verbal communications (including grammar and spelling)
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
2026-01-16
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2026-01-15
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