Case Manager - Client Services

At Truist Financial, we are looking for a highly organized and motivated professional to join our Client Services team as a Case Manager. The ideal candidate will be an excellent communicator with strong problem-solving skills, a keen eye for detail, and a passion for helping people.The Case Manager is responsible for providing support to clients in need of financial assistance. This role requires a person with a customer-focused attitude and a desire to provide superior customer service. The Case Manager must be able to develop and maintain strong client relationships, as well as have the ability to effectively prioritize tasks and manage multiple projects.The successful candidate should possess the following qualifications:• Bachelor's degree in Business Administration, Accounting, or related field• At least 3 years of experience in a customer service or client services role• Proven track record of building strong relationships with clients• Exceptional communication and organizational skills• Ability to multi-task and meet tight deadlines• Knowledge of financial regulations and compliance proceduresIf you are a highly motivated professional with a passion for customer service, we want to hear from you! Please submit your resume and cover letter to be considered for this exciting opportunity.

Responsibilities:

1. Provide exceptional customer service to clients in need of financial assistance.
2. Develop and maintain strong relationships with clients.
3. Prioritize tasks and manage multiple projects.
4. Ensure compliance with financial regulations and procedures.
5. Monitor client accounts and provide feedback as needed.
6. Address client inquiries and provide solutions.
7. Assist clients in completing paperwork and other forms.
8. Utilize problem-solving skills to resolve client issues.
9. Create and maintain accurate client records.
10. Maintain knowledge of financial products and services.

According to JobzMall, the average salary range for a Case Manager - Client Services in Charlotte, NC, USA is $41,000 - $61,000 per year. This range is based on the current salaries of case managers in the area as well as the job requirements, experience, and qualifications of the position.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.