Corporate Banking Client Specialist

Truist Bank•Atlanta, GA

About The Position

Provide dedicated client information management, onboarding coordination, and administrative support to Corporate Banking bankers and client teams under limited supervision. Serve as a central point of contact for client data, account setup support, hierarchy maintenance, post-client event updates, call report entry, client contact information, sector designation, and related client profile updates. Coordinate across onboarding, servicing, Treasury, control, and other internal teams to streamline information gathering and reduce duplicative client outreach. Maintain a dotted-line partnership with Corporate Banking Business Management to support data quality, reporting needs, process consistency, and visibility into client onboarding and information management pain points. Responsibilities include coordinating onboarding and account-opening information, tracking requests and escalating issues, maintaining client records and activity reports, supporting BSA/AML information gathering, and preparing data and reports for bankers and business management.

Requirements

High school diploma or equivalent education and related training.
Three to five years of related experience; financial services, corporate banking, commercial banking, client onboarding, client service, operations, or business management support experience is preferred.
Ability to manage multiple requests, organize client information, track open items, coordinate across internal teams, and communicate status updates clearly.
Ability to identify, analyze, and resolve issues independently.
Working knowledge of client onboarding processes, account-opening workflows, client data systems, CRM tools, reporting applications, BSA/AML information-gathering processes, or related banking platforms.
Strong Microsoft Office skills, including Excel and PowerPoint, and ability to pull, organize, summarize, and present data accurately.
Good organizational skills.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
English language fluency.

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

Coordinate with internal partners across client onboarding, account opening, compliance, Treasury Servicing, Credit Delivery, and other teams to gather, organize, and track required client documents and information.
Coordinate client information requests, check whether requested documentation is already available, and route questions to the appropriate banker, onboarding partner, control partner, or subject matter expert to reduce duplicate client outreach.
Track onboarding and client information requests through completion, escalate aging or unclear items, and communicate status updates to relevant stakeholders.
Maintain accurate client information in designated systems, including new account setup support, client hierarchy updates, contact information, sector designation, and related profile attributes.
Enter and maintain call reports and related client activity records in partnership with bankers.
Update client records after material events such as initial public offerings, mergers and acquisitions, ownership changes, and organizational restructurings.
Support BSA/AML processes by coordinating required client information and documentation, tracking open requests, following up on missing items, and escalating questions or gaps through established channels.
Pull data, reports, and client information to support banker routines, portfolio reviews, client planning, business management reporting, onboarding tracking, and ad hoc analysis.
Partner with Corporate Banking Business Management on data quality, reporting needs, process consistency, and visibility into recurring onboarding or client-information issues.
Complete all core courses outlined in the CCS training curriculum.

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 in 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, defined benefit pension plan, restricted stock units, and/or deferred compensation plan