Commercial Client Specialist I - West Chester, PA

Truist Bank•Warminster Township, PA

5d•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 offered across all Commercial Community Bank segments, including clients with annual sales ranging from $2 million to $500 million.

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 a related field
Working product knowledge of bank services and the Financial Services Industry
Math aptitude with the ability to grasp general accounting and financial concepts
Working knowledge of Excel and/or reporting applications

Responsibilities

Assist Relationship Managers with sales support, including pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, and client/prospect follow-up via letters and emails to support the RM's client contact strategy.
Ensure CRM data is current and accurate.
Provide additional sales support by scheduling appointments, creating prospect lists, and offering calendar assistance.
Support the sales process and portfolio growth by identifying referral opportunities using internal resources and data.
Maintain working knowledge of products and services.
Partner with Relationship Managers and Integrated Relationship Management (IRM) partners to identify potential client needs through client contact or servicing opportunities and follow up on these opportunities.
Support the banker team by pulling necessary reports or data, attending and participating in meetings, completing follow-up tasks, and communicating clearly within the team.
Provide superior client service to Commercial Community Bank clients, taking ownership of client needs, problems, and requests, and ensuring timely and accurate resolution.
Assist in the general servicing of Commercial loans, deposits, and fee services such as Treasury assigned to Relationship Managers, including completing necessary forms and documentation, account opening, pulling and working reports, processing payments, assisting in fraud resolution, general research, wire processing, and general maintenance.
Assist Relationship Managers with portfolio management, ensuring accurate client assignment and account data.
Monitor reporting and escalate issues as needed.
Assist Relationship Managers with general loan support.
Deliver accurate and timely information to internal loan areas.
Communicate with clients 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 assist with follow-up.
Conduct general research and clear loan documentation exceptions.
Assist Relationship Managers in problem loan management and collection activities by reviewing past due reports, monitoring payment postings, performing post-closing due diligence, contacting past due clients, and bringing potential collection issues to the Relationship Manager's attention.