Client Care Servicing Specialist

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content. We need to parse the job description. Given text includes: - The position is described... (application instructions) - we must remove application instructions, boilerplate, EEO, etc. - "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" - This is metadata; we can fold into short

maybe. - "Please review the following job description:" then description. - Responsibilities: The paragraph after "Responsible for incoming calls..." etc. That's responsibilities. - "Following is a summary of the essential functions for this job. Other duties may be performed..." then bullet list of duties (starting with "Deliver care through exceptional client service..." etc). Those are responsibilities. - Qualifications: "Qualifications Required Qualifications: ..." then list of required qualifications. Then "Preferred Qualifications:" list. - Benefits: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" then description of benefits. - Pay: Not mentioned. So no Pay section. - Schedule: Not mentioned (though Work Shift: 1st shift is mentioned). That could be schedule info. The instruction: include Schedule section only if posting actually states them. It does state Work Shift: 1st shift (United States of America). So we can include a Schedule section with that info. - About the role: Could be a brief summary paragraph before responsibilities. The text after "Please review the following job description:" then first sentence: "Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients." That could be considered role summary. We could put that under About the role. - Skills: Could be derived from qualifications (proficiency in computer applications, etc). But we have Qualifications section already; we could separate Skills if we want but instruction: prefer few substantive sections over many thin ones. So we could combine qualifications and skills into Qualifications section. But we have separate headings allowed: Qualifications, Skills. Since qualifications already cover skills, we could just have Qualifications section and not Skills. - Benefits: we have content. Thus sections: About the role (maybe), Responsibilities, Qualifications, Benefits, Schedule. We need to use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must preserve all substantive information; do not invent or summarize away detail. Remove boilerplate: application instructions, EEO, etc. Also remove duplicated lines. We need to include metadata like Regular/Temporary, Language Fluency, Work Shift maybe in a short

  before sections or within About the role? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it." So we can include a short

  for Regular/Temporary, Language Fluency, Work Shift. Let's extract details: - Regular or Temporary: Regular - Language Fluency: English (Required) - Work Shift: 1st shift (United States of America) We can combine: "

  Position: Regular; Language: English (required); Work shift: 1st shift (USA).

  " Now About the role: maybe a brief description: "Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up and resolution. Servicing specialists act as client advocates to track client complaints and feedback regarding Truist, our teammates, products and vendors." That seems like role description. Responsibilities: list of duties from "Following is a summary of the essential functions for this job." then bullet points: - 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. - Investigate and provide resolution to clients’ requests to Care Center, branches and other lines of business, requiring use of one specialty (e.g. business care, card, loan servicing). - Utilize a consultative approach to resolve client issues through educating the clients of bank products and services. - Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank. - Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience. - Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk. - 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. We need to preserve all; we can put each as
• . Qualifications: Required Qualifications list: - High School diploma, or equivalent education and related training or experience - One year of client servicing work experience (call center, retail, hospitality, medical, etc.) - Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms - Proficiency in written and verbal communications (including grammar and spelling) - 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 Preferred Qualifications: - Prior experience working in a call center or high volume/fast-paced work environment - Prior experience in a client-facing role - Background in supported departments and/or products We can combine required and preferred under Qualifications section, maybe with subheadings? But we only have

  for section headings; we could have

  Qualifications

  then maybe

  Required:

  then
  etc. Or we could separate into Required and Preferred as

  but not allowed; we can just note in

  preceding lists. We must not invent or summarize away detail; we need to keep all details. Benefits: description: "All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work." We need to keep all that; but we should remove the sentence "For more details on Truist’s generous benefit plans, please visit our Benefits site." That's maybe boilerplate? It's not application instruction but it's a reference; but it's still substantive? It's a pointer; but we could keep it; but it's not essential detail; but instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." That sentence is substantive? It's a reference; but it's not required; but we can keep it; but it's not boilerplate like EEO. It's okay to keep. We also need to remove EEO and Drug Free Workplace etc. At end there is: "Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work" - remove. Now schedule: we have Work Shift: 1st shift (United States of America). Could also include Regular/Temporary? Already in metadata p. Thus schedule section: maybe just that. Now produce HTML fragment:

  Position: Regular; Language: English (required); Work shift: 1st shift (USA).

  About the role

  Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up and resolution. Servicing specialists act as client advocates to track client complaints and feedback regarding Truist, our teammates, products and vendors.

  Responsibilities

  • 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.
  • Investigate and provide resolution to clients’ requests to Care Center, branches and other lines of business, requiring use of one specialty (e.g. business care, card, loan servicing).
  • Utilize a consultative approach to resolve client issues through educating the clients of bank products and services.
  • Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
  • Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
  • Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
  • 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.

  Qualifications

  Required:

  • High School diploma, or equivalent education and related training or experience
  • One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
  • Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
  • Proficiency in written and verbal communications (including grammar and spelling)
  • 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

  Preferred:

  • Prior experience working in a call center or high volume/fast-paced work environment
  • Prior experience in a client-facing role
  • Background in supported departments and/or products

  Benefits

  All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan,