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Truist

Client Resolution Team Manager

Truist

Client Resolution Team Manager at Truist managing a team handling client complaints across multiple business units. Ensuring compliance, operational accuracy, and effective problem resolution.

Posted 6/6/2026full-timeRichmond • North Carolina, Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Effectively manage a team of Client Resolution Specialists responsible for one or more of the following: intake, client communication, researching/resolving and/or quality assurance review of client complaints received from regulatory agencies.
  • Oversee the full resolution and response to verbal and written client complaints for centrally supported business units in a professional and empathetic manner while ensuring regulatory compliance and operational accuracy.
  • Ensure risk is minimized for regulatory and reputational risk by ensuring the teammates within Business Units supported are promptly and accurately completing intake of the complaints received from clients, federal and state regulatory agencies and other parties.
  • Supervise and direct an off-site team in handling time-sensitive complaints that have potential regulatory and reputational risk.
  • Effectively manage the team's workload.
  • Lead and instill Truist Purpose, Mission and Values and client service principles are demonstrated in all interactions with clients, Community Bank branches, regional senior leadership team, Business Units, Corporate Compliance and other parties that contact the Client Resolution team.
  • Review written complaint responses from Client Resolution Specialists to ensure that proper and professional correspondence is used when communicating with clients and all other stakeholders.
  • Assume a positive leadership role in resolution and response of complex and loan-related complaint scenarios, or when multiple Business Units are involved and additional coordination and research are needed.
  • Sustain expertise needed for within the team to serve as "super users" for the Complaint Management System.
  • Ensure that accurate information and documentation is collected from users in data aggregation and analysis, management reporting, trending, root cause analysis and recordkeeping.
  • Maintain current professional specialized knowledge of compliance regulations, bank products (to include retail loan products), Branch policy and procedures and other Community Bank strategies by completing all training applicable to area of expertise.
  • Ensure complaints are thoroughly investigated in accordance with departmental procedures and meet regulatory guidelines.
  • Partner with internal and external auditors to ensure the bank is compliant at all times to reduce exposure to risk.
  • Identify and be able to delegate appropriate projects and/or tasks to teammates in order to provide growth to teammates.
  • Evaluate and make recommendations for assigned personnel regarding employment, training (initial and ongoing), performance rating, salary changes, promotions, transfers, terminations, career enhancement and staffing within established policies and guidelines.
  • Escalate complaint-related trends and concerns to leadership, as needed.

Requirements

What you’ll need
  • Bachelor's degree, or equivalent education and related training
  • Six years of client service experience in financial services industry
  • Four years in a team leader, mentor or direct supervisory capacity in a client service and problem resolution capacity
  • Excellent client service skills
  • Proven effective coaching and leadership skills
  • Ability to build rapport with teammates and clients
  • Ability to constructively manage conflict
  • Consistent success in effective problem resolution management
  • Ability to appropriately prioritize and organize tasks to meet deadlines
  • Creative in finding solutions for client complaints and work with dedication towards finding solutions
  • Ability to effectively manage team schedules, including off-site teammates
  • Excellent listening, verbal and written communication skills with strong attention to detail
  • Strong interpersonal skills
  • Ability to be adaptable and flexible when receiving individual feedback and executing business change
  • Ability to learn and apply a strong working knowledge of various Banking products, services, delivery channels and client segments
  • Ability to speak fluent English language
  • Excellent analytical, cognitive and critical thinking skills with ability to translate high-level business plans to meet client needs
  • Proven experience in public speaking, presentation and group facilitation skills
  • Excellent negotiation skills, diplomacy, tact, judgment, and decision-making skills
  • Strong quality orientation and organizational skills with the ability to manage multiple projects/tasks simultaneously
  • Ability to quickly learn all necessary platform applications required to perform the job
  • Ability to work independently and autonomously, as needed to drive desired outcomes
  • Ability to think strategically
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Benefits

Comp & perks
  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • no less than 10 days of vacation
  • 10 sick days
  • paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
client serviceproblem resolutiondata aggregationroot cause analysisregulatory compliancebank productscomplaint management systemmanagement reportingquality assuranceperformance evaluation
Soft Skills
leadershipcoachingconflict managementproblem-solvingorganizational skillscommunicationinterpersonal skillsadaptabilityanalytical thinkingnegotiation
Certifications
Bachelor's degree