Commercial Client Specialist I

Truist; Lexington (KY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

medical

dental

vision

life insurance

disability

tax-preferred savings accounts

401k plan

vacation days

sick days

paid holidays

pension plan

restricted stock units

deferred compensation plan

Job summary

Truist in Lexington, KY seeks a Sales, Service and Loan Support professional to assist Relationship Managers, Commercial Credit staff, and Sales Leaders as they manage a diverse commercial client portfolio.

You will support pipeline activities, onboarding of deposits, treasury tasks, and client communications, while keeping CRM data current and accurate to drive portfolio growth. The role emphasizes exceptional client service, compliance with Reg B and BSA/AML.

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, with clients and colleagues.
• 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.

Responsibilities

• Provide sales support to Relationship Managers, including pipeline accuracy, appointment setup, and CRM data upkeep.
• Assist in service and loan support, including onboarding deposits and processing related tasks.
• Support portfolio growth by identifying referral opportunities and maintaining product knowledge.
• Assist with portfolio management and reporting, ensuring accurate client assignments.
• Ensure compliance with regulations such as Reg B and BSA/AML; support loan processing and documentation.

Skills

Communication skills

MS Office proficiency

Education

High School diploma or equivalent

Associate’s degree in related field

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description:

Essential Duties and Responsibilities

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.

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

• 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

Benefits

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

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan (depending on position and division)
• restricted stock units
• 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 About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust.

We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.