Commercial Client Specialist - New York / New Jersey

Truist Bank • Mount Laurel, NJ

2d

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 who manage and support Commercial client portfolios. The role supports all Commercial Community Bank segments, serving clients with annual sales of $2 million to $500 million.

The specialist supports relationship managers’ sales activities and client contact strategies, assists with deposit and Treasury onboarding, and helps maintain accurate CRM and portfolio information. The position also provides client servicing for commercial loans, deposits, and fee services, and assists with loan processes, documentation, compliance, and problem-loan management.

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.

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, Financial Insights orders, deposit account opening and onboarding, Treasury onboarding, and client and prospect follow-up.
• Support relationship managers’ client contact strategies by contacting clients and prospects through letters, emails, and other means, and maintaining current and accurate CRM data.
• Provide additional sales support, such as scheduling appointments, creating prospect lists, and providing calendar assistance.
• Identify referral opportunities using internal resources and data, and support sales processes and portfolio growth.
• Maintain working knowledge of products and services and partner with Relationship Managers and Integrated Relationship Management partners to identify and follow up on client needs.
• Support banker teams by preparing reports and data, participating in meetings, completing follow-up, and communicating within the team.
• 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 maintaining accounts.
• Assist Relationship Managers with portfolio management, ensuring accurate client assignments and account data, and monitoring and escalating reporting issues.
• 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 regulatory compliance, including Reg B and BSA/AML; collect client information and 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 bringing potential collection issues to the Relationship Manager's attention.

Benefits

• Medical, dental, and vision insurance.
• Life insurance 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 of employment, prorated based on hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

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