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Client Care Specialist

Company: Branch, Banking & Trust Company
Location: Plano
Posted on: May 3, 2021

Job Description:

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailingAccessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:A Client Care Specialist works towards a single vision to make the world a better place to live by fulfilling our clients' dreams. To achieve client service distinction, a Client Care Specialist is passionate about the client's experience, conveys genuine compassion, empathy and respect for clients and team members, is results driven, enthusiastic and creative. A Client Care Specialist is empowered to solve problems accurately so that clients have an effortless experience that results in first call resolution and delight. This vital position has an impact on millions of clients annually and utilizes a variety of software tools to navigate client accounts, research and communicate effective solutions while adhering to bank policies and procedures. A Client Care Specialist is a member of the Client Care Center Team that provides 24/7 support to internal and external clients in a fast-paced, dynamic and efficient environment by answering inbound calls.Essential Duties and Responsibilities: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.1. Deliver exceptional client service and a distinctive client experience for a broad range of products and services by answering inbound client calls, professionally and courteously.2. Deliver BB's Perfect Client Experience (PCE) attributes of reliable, responsive, empathetic and competent with each client interaction. Always employ the LAST (Listen, Apologize, Solve and Thank) model with each client.3. Assess client needs and suggest appropriate products and services. Open new accounts and complimentary services that meet client needs.4. Maintain required performance standards (e.g. quality, attendance, promptness).5. Accurately address client questions and concerns with an emphasis on minimal client effort. Refer complex or reoccurring issues to second level support and/or a Client Care Team Leader.6. Ensure the security of client information and assist with minimizing bank losses by performing appropriately defined client authentication for each call received. Identify possible identity theft and fraud and escalate for follow-up and risk mitigation.7. Accurately complete call wrap-up tasks and documentation to support training, forecasting and trending analyses.8. Actively engage in providing feedback to improve communications and business processes.9. Maintain high levels of client satisfaction through BB's Voice of the Client (VOC) program.10. Assist in the resolution and tracking of client complaints. Ensure each complaint is logged with detailed explanation of the issue and its resolution. Ensure each complaint is routed to appropriate queue for tracking and reporting purposes.11. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities.Required Skills and Competencies: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.1. High School diploma or equivalent2. Passion for delivering distinctive client service and helping others3. Demonstrated exceptional verbal and written communications skills4. Ability to work with confidential information in a professional manner5. Ability to adapt to change and work in a fast paced environment6. Ability to quickly learn bank products and services and apply that knowledge appropriately7. Ability to process information with a high degree of accuracy8. Ability to analyze situations fully that result in accurate and appropriate client resolution9. Ability to utilize processes, tools and techniques for detecting, addressing and preventing fraudulent situations10. Ability to concentrate and follow client issues without distraction11. Ability to work successfully in a team environment, as well as independently12. Ability to approach problems logically and rationally13. Action oriented and self-disciplined14. Ability to maintain composure in highly emotional situations15. Creative thinker and problem solver16. Bright, articulate, and detail oriented17. Ability to empathize with and prioritize client needs18. Ability to speak fluent English language19. Basic computer navigation skills, including ability to multi-task and navigate between multiple systems20. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products21. Ability to work flexible hours including nights, weekends and holidays22. Ability to travel, occasionally overnightDesired Skills:1. Associate's degree2. Prior client service experience in a call center environment3. Ability to speak fluent Spanish languageTruist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.Thank you for your interest in Truist! BB and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.EEO is the LawPay Transparency Nondiscrimination Provision E-Verify

Keywords: Branch, Banking & Trust Company, Plano , Client Care Specialist, Other , Plano, Texas

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