Commercial Client Specialist

Truist Bank • Gainesville, 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 supports sales activities and portfolio growth, provides general servicing for commercial loans, deposits, and fee services, and assists Relationship Managers with loan processes, compliance, documentation, problem-loan management, and collections. The specialist takes ownership of client needs and works with internal partners to ensure accurate and timely service and 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 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 maintaining pipeline accuracy, preparing for calls, ordering Financial Insights, opening and onboarding deposit accounts, and supporting Treasury onboarding.
• Contact clients and prospects through letters, emails, and other follow-up to support Relationship Managers’ client-contact strategies, and keep CRM data current and accurate.
• Provide additional sales support such as scheduling appointments, creating prospect lists, and providing calendar assistance.
• Identify referral opportunities using internal resources and data; maintain awareness of products and services; and coordinate with Relationship Managers and Integrated Relationship Management partners on potential client needs and opportunities.
• Support banker teams by gathering reports and data, attending and participating in meetings, completing follow-up, and communicating clearly within the team.
• Provide superior service to Commercial Community Bank clients by taking ownership of 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.
• Help Relationship Managers manage portfolios by ensuring accurate client assignments and account data, monitoring reports, and escalating issues as needed.
• Provide general loan support, deliver timely and accurate information to internal loan teams, 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; research issues; 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
• The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division

What This Job Offers

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