Commercial Banking Support & Solutions Specialist

Truist; West Chester (Chester County); On-site; USD 51,000 - 106,000; Full time

Job summary

Truist in the United States is seeking a Sales Support professional to assist Relationship Managers, Commercial Credit staff, and Sales Leaders in supporting Commercial client portfolios across the Commercial Community Bank segments, including clients with annual sales from $2M to $500M.

In this role, you will perform sales, service and loan support, maintain CRM data, assist with onboarding and reporting, and coordinate with Integrated Relationship Management (IRM) partners to drive portfolio

Qualifications

• High School diploma, or equivalent education and related training.
• Three years of related experience, preferably within financial services.
• 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
• Associate's 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

Responsibilities

• Assist Relationship Mangers with sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate.
• Provide servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
• Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalated as needed.

Skills

Communication

Organizational skills

Education

High School diploma or equivalent

Associate's degree

Tools

Microsoft Office

Job description

Truist in the United States is seeking a Sales Support professional to assist Relationship Managers, Commercial Credit staff, and Sales Leaders in supporting Commercial client portfolios across the Commercial Community Bank segments, including clients with annual sales from $2M to $500M.

In this role, you will perform sales, service and loan support, maintain CRM data, assist with onboarding and reporting, and coordinate with Integrated Relationship Management (IRM) partners to drive portfolio