Commercial Client Specialist - New York / New Jersey

Truist Bank•Woodbridge Township, NJ

22h•$51,430 - $105,520

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. Support covers all Commercial Community Bank segments, serving clients with $2–500 million in annual sales. The role assists with sales processes and portfolio growth, provides general servicing for commercial loans, deposits, and fee services, and supports loan processing, compliance, documentation, and collection activities. It also helps maintain accurate client and account data and ensures client requests and issues are followed through to timely resolution.

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 interacting with internal and external clients and contacts.
Good organizational skills.
Ability to complete all core courses 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, ordering Financial Insights, deposit-account opening and onboarding, Treasury onboarding, client and prospect follow-up, and maintaining accurate CRM data.
Provide additional sales support by scheduling appointments, creating prospect lists, assisting with calendars, identifying referral opportunities, and supporting portfolio growth.
Maintain working knowledge of products and services; coordinate with Relationship Managers and Integrated Relationship Management partners on potential client needs and follow-up.
Support banker teams by gathering 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, researching, processing wires, and performing general maintenance.
Assist Relationship Managers with portfolio management and accurate client assignments and account data; monitor reports and escalate issues as needed.
Provide general loan support, deliver information to internal loan teams, communicate with clients, and assist with appropriate stages of the loan process.
Help Relationship Managers comply with regulations such as Reg B and BSA/AML; collect client information, follow up, conduct research, and clear loan documentation exceptions.
Support problem-loan management and collections 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
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.