Client Solutions Specialist I-revolving Credit jobs at Truist
Truist Wholesale Credit Delivery - Asset Based Lending Analyst Prog... United States, Georgia, Atlanta
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Corporate Overview:
(NYSE: TFC), one of the nation's largest banking organizations. Truist Securities, together with
:
Asset Based Lending is recommended for Analysts with an interest in commercial and corporate secured lending. As an Analyst, you will work closely with the ABL team and contribute to the Origination and Underwriting function of the group while gaining exposure to the structuring, execution, and syndication of loans. Analysts will work with senior professionals in developing models, internal screening materials, and external pitch materials which provide analysis of our clients’ credit and collateral performance. Analysts will take a deep dive into understanding the working capital assets securing ABL loans. Analysts should have strong analytical, critical thinking, and communication skills.
The ABL Analyst position is typically a two-year position. At the end of the two-year period, Analysts may be asked to remain in the role for an additional year.
:
:
- Completed BA/BS degree with a scheduled graduation date of December 2025 or May/June 2026
- Overall GPA of 3.0
- Proven analytical ability and attention to detail
- Solid leadership and interpersonal skills
- Superior written and oral communication skills
- Ability to work well in a fast-paced, team-oriented environment
:
- Business or STEM major
- Strong interest in finance and investment banking
- Prior completion of Accounting or Finance coursework
- High degree of academic and extracurricular achievement
- Willingness to commit substantial time and energy to the program.
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Truist Branch Leader I/II- Frankford United States, Pennsylvania, Philadelphia
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
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. Bachelor’s degree or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.
1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs
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Truist Credit Sales VP United States, New York, New York
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Regular or Temporary:
English (Required)
1st shift (United States of America)Cultivate relationships with institutional investors / buy-side clients in order to distribute primary and secondary corporate bonds.
Essential Duties and Responsibilities
1. Provide insights and market color from strategic accounts to help trading desk manage market opportunities.
2. Deliver a comprehensive platform of senior management, trading, research and syndicate teammates to our strategic accounts.
3. Works with Syndicate and DCM to get reverse inquiry for issuing clients.5. Support the risk management needs of the trading desk through active sales engagement
Specific to level:
1. Experience in financial markets
2. Understanding of different sales approaches using credit skills and market knowledge to manage client transactions
3. Consistently meeting quality individual revenue goals from a variety of FI investors.
Required Qualifications
1. BA/BS degree
2. 8 years of related work experience
3. In-depth knowledge of Credit industry, market, and products
4. Track record of revenue generation and entrepreneurial nature
5. Prudent risk management skills
6. Advanced analytical and technical skills combined with a problem solving attitude
7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely
1. CFA and/or MBA degree, with a Finance focus
2. 10 years of related work experience
3. Experience in mentoring and coaching junior talent
4. Technology / Coding experience (Python, R, VBA, ect.)
- The annual base salary for this position in New York is $250,000
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Truist Premier Solutions Delivery Specialist United States, Tennessee
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to clients and prospects in a virtual environment. Truist office centric requirement is four days per week in office.
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. Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct a caring conversation, and make recommendations for products and services that align with client needs.
2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal partners (also known as integrated relationship management).
3. Contacts targeted clients proactively through outbound client outreach efforts, sharing with clients the impact Truist can have on their financial well-being and setting up appointments for deeper caring conversations and a complete financial review.
4. Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.
5. Manages/solves complex servicing issues for clients by maintaining a strong understanding of resources within Truist and referring client to those resources.
6. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis to include delivering on deposit and lending solutions, assisting with client digital empowerment, and supporting client onboarding outreach efforts.
7. Participates fully in all components of the established Virtual Solutions Delivery C.A.R.E.S Routines.
8. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
9. Adheres to preset schedule, internal controls, operational procedures, and risk management policies by staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
QUALIFICATIONS
Required Qualifications:
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 equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building.
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
7. Ability to multi-task under time constraints
8. Ability to work weekends and/or extended hours.
Preferred Qualifications:
1. Excellent verbal and written communication skills
2. Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer clients.
3. General understanding of bank operations, policies, and procedures
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Truist Client Solutions specialist-Revolving Credit United States, North Carolina
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating Clients the way we want to be treated.
this is for Revolving credit collections. Flexibility needed to work rotating schedule which includes 2 Saturdays per month and evenings.
Following is a summary of the essential functions for this job. Other duties performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. 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.
2. 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.
3. Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
4. Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
5. Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
6. 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.
7. Execute on the established call scripts documented in training, policies, procedures, and guidelines.
8. Achieve acceptable call monitoring scores in each call category.
9. Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, complaints, and other calls that require special handling.
10. Accurately process payments, transactions, and workflows.
11. Complete all required Computer Based Training (CBT) courses accurately and timely.
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 equivalent education and related training or experience
2. Strong verbal and written communication skills
3. Basic Computer skills
4. Ability to perform in a fast paced, highly dynamic environment.
5. Ability to work flexible schedule, including overtime as needed.
1. Previous Client service, collections, or sales experience
2. Bilingual
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Truist Client Care Servicing Specialist - Consumer United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. 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.
Required Qualifications:
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
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Truist Client Care Servicing Specialist-ASC Small Business United States, Florida, Orlando
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. 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.
Required Qualifications:
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
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Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Corporate Overview:
(NYSE: TFC), one of the nation's largest banking organizations. Truist Securities, together with
:
Asset Based Lending is recommended for Analysts with an interest in commercial and corporate secured lending. As an Analyst, you will work closely with the ABL team and contribute to the Origination and Underwriting function of the group while gaining exposure to the structuring, execution, and syndication of loans. Analysts will work with senior professionals in developing models, internal screening materials, and external pitch materials which provide analysis of our clients’ credit and collateral performance. Analysts will take a deep dive into understanding the working capital assets securing ABL loans. Analysts should have strong analytical, critical thinking, and communication skills.
The ABL Analyst position is typically a two-year position. At the end of the two-year period, Analysts may be asked to remain in the role for an additional year.
:
:
- Completed BA/BS degree with a scheduled graduation date of December 2025 or May/June 2026
- Overall GPA of 3.0
- Proven analytical ability and attention to detail
- Solid leadership and interpersonal skills
- Superior written and oral communication skills
- Ability to work well in a fast-paced, team-oriented environment
:
- Business or STEM major
- Strong interest in finance and investment banking
- Prior completion of Accounting or Finance coursework
- High degree of academic and extracurricular achievement
- Willingness to commit substantial time and energy to the program.
These jobs might be a good fit
