Commercial Client Specialist I

Truist•Washington, DC

1d•$63,670 - $117,400

About The Position

Under limited supervision, provide sales, service, and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support spans all Commercial Community Bank segments, serving clients with $2–500 million in annual sales. The role requires physically working within Maryland or traveling to Maryland for work.

Requirements

High school diploma or equivalent education and related training.
Five years of related experience, preferably within financial services.
Two years of experience in a CCS role or similar.
Demonstrated ability to identify, analyze, and resolve issues independently.
Advanced knowledge of related systems and processes.
Good written and verbal communication skills for working with internal and external clients and contacts.
Good organizational skills.
Ability to complete all core courses outlined in the CCS training curriculum.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
English fluency is required.

Nice To Haves

Associate’s degree in a related field.
Working product knowledge of bank services and the financial services industry.
Math aptitude and ability to grasp general accounting and financial concepts.
Working knowledge of Excel and/or reporting applications.

Responsibilities

Assist Relationship Managers with sales support, including maintaining pipeline accuracy, preparing for calls, ordering Financial Insights, opening and onboarding deposit accounts, supporting Treasury onboarding, contacting clients and prospects, and keeping CRM data current and accurate.
Provide additional sales support as needed, including scheduling appointments, creating prospect lists, and assisting with calendars.
Support sales and portfolio growth by identifying and acting on referral opportunities, maintaining knowledge of products and services, and partnering with Relationship Managers and Integrated Relationship Management partners on potential client needs and opportunities.
Support the banker team by pulling reports and data, participating in meetings, completing follow-up, and communicating clearly within the team.
Provide superior service to Commercial Community Bank clients by taking ownership of their needs, problems, and requests and following through to ensure timely, accurate resolution.
Assist with servicing Commercial loans, deposits, and fee services, including Treasury services. Tasks may include completing forms and documentation, opening accounts, working reports, processing payments, assisting with fraud resolution, conducting research, processing wires, and performing general maintenance.
Assist Relationship Managers with portfolio management, maintain accurate client assignments and account data, monitor reporting, and escalate issues as needed.
Provide general loan support, deliver information to internal loan areas, communicate with clients, and assist with appropriate stages of the loan process.
Assist Relationship Managers with compliance activities, including regulations such as Reg B and BSA/AML; collect client information, follow up, research, and clear loan documentation exceptions.
Support problem loan management and collections by reviewing past-due reports, monitoring payment postings and post-closing due diligence, contacting past-due clients, and alerting Relationship Managers to potential collection issues.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on the position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan