Client First Solutions Advisor

Overview

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A TCC Client First Solutions Advisor is passionate about the client’s experience, conveys genuine compassion, empathy and respect for clients and teammates, is results driven, enthusiastic, and creative. Client First Solutions Advisor is empowered to solve problems accurately so that clients have an effortless experience that results in first call resolution. This vital position utilizes a variety of software tools to navigate client accounts, research and communicate effective solutions while adhering to bank policies and procedures.

The teammate will remain familiar with standard concepts, practices, procedures, and systems within the assigned functional areas. Teammates will be expected to interact with frontline and back-office teammates, Operations, Function and Process owners, TCC Management teams as well as Senior and Executive leaders for their assigned functional areas, as part of their normal duties. The Client First Solutions Advisor provides direction and oversight to peers for more complex research issues.

The teammate continually evaluates and analyzes processes to provide feedback for enhancements and to assist with driving towards client distinction and the dissolution of recurring complaint trends regarding systems, products and services.

• 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.

• Associate degree, or equivalent…