Commercial Client Specialist II

Truist Wealth; Houston (TX); On-site; USD 65,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401k plan

Vacation days and paid holidays

Pension plan

RSUs and deferred compensation

Job summary

Truist Financial Corporation in Houston seeks a CCS support specialist to assist Relationship Managers with sales support, pipeline accuracy, and client outreach, including onboarding deposit accounts and Treasury tasks to drive portfolio growth.

You will pull reports, participate in meetings, and provide timely follow-up across loans, deposits, and fee services, ensuring accurate data, regulatory compliance, and exceptional client service using Microsoft Office tools.

Qualifications

• High School diploma or equivalent
• Five years of related experience, preferably within financial services
• Two years of experience in a CCS role, or similar
• Demonstrated ability to identify, analyze and resolve issues independently
• Advanced knowledge of related systems and processes
• Good communication skills, both written and verbal
• Good organizational skills
• Ability to complete all core courses outlined in the CCS training curriculum
• Proficient with Microsoft Office software

Responsibilities

• Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, opening and onboarding deposit accounts, Treasury onboarding, and client communications to support client contact strategy.
• Support the sales process and portfolio growth by recognizing referral opportunities and partnering with IRM teams to address client needs.
• Support banker team by pulling reports, attending meetings, and completing follow ups with clear internal communication.
• Provide superior client service to Commercial Community Bank clients, taking ownership of needs and ensuring timely resolution.
• Assist in servicing Commercial loans, deposits and fee services, including forms, account opening, reports, payments, fraud resolution, and general maintenance.
• Assist in portfolio management with accurate client assignment and data, monitoring reports and elevating as needed.
• Assist with general loan support, ensuring compliance with Reg B, BSA/AML, and other regulations; collect client information and follow up.
• Assist with problem loan management and collections by reviewing past due reports and contacting past due clients.

Job description

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.

• 1. Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively 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.
• 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level 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.
• 3. 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.
• 4. 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.
• 5. 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.
• 6. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and elevate as needed.
• 7. 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.
• 8. 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:

• 1. High School diploma, or equivalent education and related training
• 2. Five years of related experience, preferably within financial services
• 3. Two years of experience in a CCS role, or similar
• 4. Demonstrated ability to identify, analyze and resolve issues independently
• 5. Advanced knowledge of related systems and processes
• 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
• 7. Good organizational skills
• 8. Ability to complete all core courses outlined in the CCS training curriculum
• 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.

Preferred Qualifications:

• 1. Associate’s degree in related field
• 2. Possess working product knowledge of bank services and Financial Services Industry
• 3. Possess math aptitude with ability to grasp general accounting and financial concepts
• 4. 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.

For more details on Truist’s generous benefit plans, please visit our Benefits site.

• 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.
• 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 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.

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