Corporate Banking Client Specialist

Truist • Atlanta, GA

1d

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.

Requirements

• High school diploma, or equivalent education and related training.
• Three to five years of related experience, preferably in financial services, corporate banking, commercial banking, client onboarding, client service, operations, or business management support.
• 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, with the ability to pull, organize, summarize, and present data accurately.
• Good organizational skills.
• Ability to complete all core courses outlined in the CCS training curriculum.
• 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

• Coordinate across client onboarding, account opening, compliance, Treasury Servicing, Credit Delivery, and other internal teams to gather, organize, and track required client documents and information.
• Help reduce duplicate client outreach by coordinating information requests, checking whether documentation is already available, and routing questions to appropriate partners.
• Track onboarding and client information requests through completion, escalate aging or unclear items, and communicate status updates to relevant teams.
• Maintain accurate client information in designated systems, including account setup support, client hierarchies, contact details, sector designations, and other profile attributes.
• Enter and maintain call reports and related client activity records with bankers.
• Update client records after material events such as IPOs, mergers and acquisitions, ownership changes, or organizational restructurings.
• Support BSA/AML processes by coordinating 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 for 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 onboarding or client information pain points.

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, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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