Commercial Client Specialist

Truist Bank•Dalton, GA

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 across all Commercial Community Bank segments, serving clients with $2–500 million in annual sales. The role supports sales activities and portfolio growth, provides responsive servicing for Commercial clients, and assists with general loan processes and related compliance and collection activities. The position requires English fluency and is listed as a regular role working first shift.

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 for interacting 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.

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 pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, client and prospect outreach, and maintaining accurate CRM data.
Provide additional sales support, such as 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 and partner with Relationship Managers and Integrated Relationship Management partners to identify and follow up on potential client needs.
Support banker teams by pulling reports and data, participating in meetings, completing follow-up tasks, and communicating clearly.
Provide superior client service by taking ownership of client needs, problems, and requests and ensuring timely, accurate resolution.
Assist with servicing Commercial loans, deposits, and fee services, including 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, accurate client assignments and account data, monitoring reports, and escalating 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 in maintaining compliance with regulations such as Reg B and BSA/AML.
Collect client information, follow up, 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, dental, and vision insurance.
Life and 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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