Monica Thomas

• Support branch operations: Partner with Financial Advisors and Client Support Teams to help execute the branch's business plan and increase branch capacity.
• Execute core elements: Consistently implement the "BOA 5 Core Elements," which are central to the role's function.
• Manage client relationships: Help deepen and broaden client relationships and ensure a positive client experience, often by assisting with the appointment process and other client-facing activities.
• Provide administrative support: Assist with tasks like account maintenance, document management, scheduling, follow-up, and asset movement.
• Improve processes: Continuously improve and execute client and branch processes to make it easier to do business.
• Serve as a resource: Act as a resource for Financial Advisors and Client Support Teams, helping to problem-solve and share ideas.
• Assist with events: Support Financial Advisors with planning and executing client seminars and other events

• Provide outstanding, personalized service to all clients by building rapport and providing timely solutions and/or alternatives
• Assist clients with inquires and/or problem resolution in a profession and composed manner
• Uncover opportunities for banking solutions for clients expressed and unexpressed needs
  • Inform and educate clients on their self-service options through various

Truist technologies to improve their individual banking experience

Comply with all aspects of the Fair Debt Collection Practices Act (FDCPA), company policies and procedures

• Trace customers to new addresses using address software or by contacting credit reporting agencies, post office, relatives, employers and other possible leads

• Confer with customer by telephone in attempt to determine reason for overdue payment, review terms of sales, service, or credit contract with customer; take appropriate action if customer disputes the account(s)

• Request appropriate form letters to customers to notify of transfer of account to our company, encourage payment of delinquent accounts or confirm agreements to settle accounts

• Record information about financial status of customer and status of collection efforts using automated collections software

• Obtain and review appropriate correspondence and documents, both paper and electronic that pertain to the account

• Establish payment schedule and grant extensions of payment deadline; determine interest to be charged on overdue amount