Commercial Client Specialist - Truist Community ...

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? ( If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide sales, service, and loan support to Commercial Real Estate (CRE) Relationship Managers (RM) and Analyst's managing and supporting client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support Assist RMs by providing sales support, including assistance with pipeline accuracy, onboarding accounts and Treasury onboarding. Support the sales process and portfolio growth through recognition of, and acting on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with RMs and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. Support team by pulling necessary reports or data, attending, and participating in meetings, completing follow up as needed and clear communication. Service Support Provide superior client service to CRE clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. Assist in general servicing of CRE loans and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, pulling & working reports, processing payments, assisting in fraud resolution, general research, bankcard servicing, tax monitoring, accounts payable, general maintenance, etc. Assist RMs with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan and Deposit Support Assist RMs with general loan support. Deliver accurate and timely information to internal loan areas as needed. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist RM's with compiling various forms for opening deposit accounts and coordinating opening with Deposits Team. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients, and bringing potential collection issues to the awareness of the Relationship Manager. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High School diploma, or equivalent education and related training Three years of related experience, preferably within financial services Demonstrated ability to identify, analyze and resolve issues independently Advanced knowledge of related systems and processes Good communication skills, both written and verbal, in relating to internal and external clients and contacts Good organizational skills Ability to complete all core courses outlined in the CCS training curriculum timely Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: Associate degree in related field Possess working product knowledge of bank services and Financial Services Industry Possess math aptitude with ability to grasp general accounting and financial concepts Possess working knowledge of excel and/or reporting applications. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law ( Pay Transparency Nondiscrimination Provision ( E-Verify (

Created: 2024-11-05