Commercial Client Specialist

Truist Bank•Orlando, FL

About The Position

Under limited 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 $10–500MM. The specialist supports relationship managers with sales activities, pipeline accuracy, client onboarding and contact, product and referral opportunities, reporting, and team coordination. The role also provides client service and assists with commercial loan, deposit, and fee-service administration, portfolio management, loan documentation and compliance, and problem-loan and collection activities.

Requirements

High school diploma or equivalent education and related training.
Five years of related experience, preferably within financial services.
Two years of experience in a CCS role or similar.
Demonstrated ability to identify, analyze, and resolve issues independently.
Advanced knowledge of related systems and processes.
Good written and verbal communication skills for 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.

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 follow-up, CRM accuracy, appointment scheduling, prospect lists, and calendar assistance.
Support sales processes and portfolio growth by recognizing and acting on referral opportunities, maintaining working knowledge of products and services, and coordinating with Relationship Managers and Integrated Relationship Management partners on client needs and opportunities.
Support the banker team by pulling reports and data, participating in meetings, completing follow-up, and communicating clearly within the team.
Provide superior service to Commercial Community Bank clients, taking ownership of their needs, problems, and requests and ensuring timely, accurate resolution.
Assist with servicing commercial loans, deposits, and fee services, including preparing forms and documentation, account opening, working reports, processing payments, fraud resolution, research, wire processing, and account maintenance.
Assist Relationship Managers with portfolio management by maintaining 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, assist at appropriate stages of the loan process, support compliance with regulations such as Reg B and BSA/AML, collect client information, conduct research, and clear loan documentation exceptions.
Assist with 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 job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.