Commercial Client Specialist

Truist • Duluth, GA

3d

About The Position

Under moderate supervision, the Commercial Client Specialist provides 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 assists Relationship Managers with sales activities and portfolio growth, provides responsive service to commercial clients, and supports commercial loan processes and compliance. Responsibilities include coordinating client and prospect contact, helping with account onboarding and maintenance, preparing information and reports, researching and resolving service issues, and assisting with loan documentation, follow-up, and collection-related activities.

Requirements

• High school diploma or equivalent education and related training.
• Three years of related experience, preferably within financial services.
• Good written and verbal communication skills when 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 products.
• English language 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

• Support Relationship Managers with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, and Treasury onboarding.
• Contact clients and prospects through letters, emails, and other methods to support Relationship Managers’ client-contact strategies, and keep CRM data current and accurate.
• Provide additional sales support, including scheduling appointments, creating prospect lists, and providing calendar assistance.
• Support sales processes 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 partners to identify client needs and follow up on opportunities.
• Support banker teams by pulling reports or data, participating in meetings, completing follow-up, and communicating clearly within the team.
• Take ownership of Commercial Community Bank clients’ needs, problems, and requests, following through to ensure timely and accurate resolution.
• Assist with servicing commercial loans, deposits, and fee services such as Treasury, including completing forms and documentation, opening accounts, working reports, processing payments, assisting with fraud resolution, research, wire processing, and general maintenance.
• Assist Relationship Managers with portfolio management by ensuring accurate client assignments and account data, monitoring reporting, and escalating issues as needed.
• Provide 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 Relationship Managers with compliance requirements such as Reg B and BSA/AML, collect client information, and follow up with clients.
• Conduct research and clear loan documentation exceptions.
• Assist with problem-loan management and collection activities 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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