Commercial Client Specialist

Truist; Warminster Township (Bucks County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Job summary

Truist is seeking a Sales and Service Support professional to assist Relationship Managers and Commercial Credit staff in a busy commercial banking portfolio in Warminster, PA. The role covers sales support, service support, and loan processing across clients from mid-market segments.

You will help maintain CRM data, prepare client communications, process deposits and treasury onboarding, and support portfolio growth while ensuring compliance with regulatory requirements.

Qualifications

• High School diploma or equivalent
• Three years of related financial services experience
• Good written and verbal communication skills with clients
• Ability to complete CCS training curriculum
• Proficiency in basic computer applications, including Microsoft Office

Responsibilities

• Sales support for Relationship Managers, including pipeline accuracy, call prep and onboarding tasks.
• Provide superior service support for Commercial loan and deposit activity.
• Assist in loan processing, documentation, payments and research to resolve issues.
• Support portfolio management and data reporting for client accounts.

Skills

Communication skills

MS Office

Customer service

Education

High School diploma

Tools

Microsoft Office

Job description

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.

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 Relationship Mangers by providing 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 additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain working knowledge and awareness of products and services. Partner with Relationship Managers 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 banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.

Service Support

Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. Assist in general 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 elevate as needed.

Loan Support

Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. 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 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

• 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.

Preferred Qualifications

• 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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• 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 is an Equal Opportunity Employer that does not discriminate 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 E-Verify IER Right to Work

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