Commercial Client Specialist

Truist • Warminster, PA

8d

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 is provided across all Commercial Community Bank segments, serving clients with $2–500MM in annual sales.

The role supports sales activity and portfolio growth, provides client service and assists with servicing commercial loans, deposits, and fee services, and helps Relationship Managers with loan processes, compliance, documentation, and collection-related activities. The position requires English fluency and is a regular role working the 1st shift.

Requirements

• High school diploma or equivalent education and related training.
• Three years of related experience, preferably in 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.
• Proficiency in basic computer applications, such as Microsoft Office software.

Nice To Haves

• Associate’s degree in a related field.
• Working 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 keeping CRM data accurate and current.
• Provide additional sales support, such as scheduling appointments, preparing prospect lists, and providing calendar assistance.
• Support sales processes and portfolio growth by identifying referral opportunities using internal resources and data.
• Maintain awareness of products and services; coordinate with Relationship Managers and Integrated Relationship Management partners on potential client needs and follow up as opportunities progress.
• Support banker teams by pulling reports and data, participating in meetings, completing follow-up tasks, 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 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, supply information to internal loan areas, communicate with clients, and assist at 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 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
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation in the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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