Commercial Client Specialist II

Truist; Tampa (FL); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Descripción de la vacante

Truist is seeking individuals for a position that involves providing sales and service support to Relationship Managers managing Commercial client portfolios ranging from $2-500MM in annual sales. The role requires a high school diploma or equivalent, alongside five years of related experience within financial services.

This job emphasizes client service excellence and the ability to resolve issues independently, as well as strong communication and organizational skills. Job location is in Tampa, Florida.

Formación

• Five years of related experience, preferably within financial services.
• Advanced knowledge of related systems and processes.
• Demonstrated ability to identify, analyze and resolve issues independently.

Responsabilidades

• Provide sales support to Relationship Managers, including pipeline accuracy and client contact strategy.
• Deliver superior client service to Commercial Community Bank clients.
• Assist Relationship Managers with loan support and compliance with regulations.

Conocimientos

Client service

Communication skills

Organizational skills

Problem-solving

Educación

High School diploma or equivalent

Associate’s degree in a related field

Herramientas

Microsoft Office

Reporting applications

Descripción del empleo

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

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Regular or Temporary

Regular

Essential Duties And Responsibilities

Sales Support

• Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, and pro‑actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and ensuring 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, and taking action on, referral opportunities using internal resources and data; maintain expert‑level working knowledge of products and services.
• Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs and following 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 communicating clearly within the team.

Service Support

• Provide superior client service to Commercial Community Bank clients by 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, and general maintenance.
• Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data; monitor reporting and escalating 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 assist with follow‑up; conduct general research and resolve 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.
• 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, 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.

Preferred Qualifications

• Associate’s degree in a related field.
• Working product knowledge of bank services and the Financial Services Industry.
• Math aptitude with ability to grasp general accounting and financial concepts.
• Working knowledge of Excel and/or reporting applications.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. 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 401(k) 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.