Commercial Client Specialist II

Hbcu Connect, Llc; Tampa (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation & holidays

Job summary

Truist Financial Corporation seeks a Client Support Specialist to provide sales, service and loan support across Commercial client portfolios. You will assist Relationship Managers, monitor pipelines, and ensure accurate CRM and reporting data.

Responsibilities include servicing loans and deposits, onboarding clients, and aiding in regulatory compliance (Reg B, BSA/AML). Strong communication and organizational skills are essential.

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.
• 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.
• Proficiency in basic computer applications such as Microsoft Office.

Responsibilities

• Assist Relationship Managers with sales support, including pipeline accuracy, call prep, and onboarding deposit accounts.
• Support portfolio growth by recognizing referral opportunities and collaborating with IRM partners.
• Pull necessary reports, attend meetings, and communicate clearly within the team.
• Provide superior client service and resolve client needs and requests timely.
• Assist in servicing Commercial loans, deposits and Treasury-related functions.
• Monitor portfolio data and assist with accurate client assignments and reporting.
• Support loan processes and ensure compliance with regulations (e.g., Reg B, BSA/AML).
• Assist in problem loan management and collections by monitoring past due reports and contacting clients.

Skills

Communication

Organizational skills

Problem solving

Attention to detail

Reg B knowledge

Education

High School diploma

Associates degree preferred

Tools

Microsoft Office

Job description

Please review the following job description:

Under limited 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

• 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 RMs 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.

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. Associates 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.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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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

Regular or Temporary: Regular

Language Fluency: English (Required)

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