Commercial Client Specialist I - West Chester, PA

Truist Bank • Warminster, PA

11d • Onsite

About The Position

Under moderate supervision, this position provides sales, service, and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders who manage and support Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.

Requirements

• High School diploma, or equivalent education and related training
• Three years of related experience, preferably within financial services
• Good communication skills, both written and verbal, in relating to 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 products, etc.

Nice To Haves

• Associate’s degree in related field
• Possess working product knowledge of bank services and Financial Services Industry
• Possess math aptitude with ability to grasp general accounting and financial concepts
• Possess working knowledge of excel and/or reporting applications

Responsibilities

• Sales Support: Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate.
• Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
• Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data.
• Maintain working knowledge and awareness of products and services.
• Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
• Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
• Service Support: Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
• Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data.
• Monitor reporting and escalate as needed.
• Loan Support: Assist Relationship Managers with general loan support.
• Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process.
• Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc.
• Collect client information and assisting with follow up.
• Conduct general research and clear loan documentation exceptions.
• Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED