Commercial Client Specialist Team Lead

Truist; Oregon; Hybrid; USD 81,000 - 142,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist in the United States (Oregon) is seeking a Regular Sales and Service Support professional to assist Relationship Managers, maintain pipeline accuracy, onboard deposits, and keep CRM data up to date. You will collaborate with IRM partners to address client needs and support scheduling, prospect lists, and calendar management.

In addition to delivering superior service to Commercial Community Bank clients, you will assist with loans, deposits, treasury services, and documentation while

Qualifications

• High School diploma or equivalent and related training.
• Experience in CCS role or equivalent (3+ years).
• Excellent written and verbal communication with clients.
• Strong organizational skills and product knowledge in banking.
• Ability to follow CCS training curriculum and use banking systems.

Responsibilities

• Assist Relationship Mangers with sales support and CRM data upkeep.
• Provide superior client service for Commercial Community Bank clients.
• Support loan, deposit, and treasury processes and documentation.
• Assist in portfolio management and regulatory compliance.
• Lead region projects and support talent development and HR requirements.

Skills

Communication skills

Organizational skills

Microsoft Office

Excel

Supervisory ability

CRM notes accuracy

Education

High School diploma

Bachelor's degree or equivalent

Tools

Microsoft Office

Excel

Reporting tools

Job description

The position is described below.

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

*Note: Use of this job must be pre-approved by the Regional President and the Commercial Community Bank.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. 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.

2. 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.

3. 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.

4. Leadership

• Lead region projects or take on special tasks assigned by CSSL or Regional Leadership as needed.
• Work with CSSL to complete hiring, training and meeting other Human Systems requirements for CCS direct reports, including but not limited to setting goals and objectives, evaluating performance, recommending salary adjustments, completing Performance Reviews, disciplinary actions, etc.

QUALIFICATIONS

Required Qualifications

• High School diploma, or equivalent education and related training
• Three years of experience in CCS role or equivalent job experience
• Very good communication skills, both written and verbal, in relating to internal and external clients and contacts
• Very good organizational skills
• Ability to complete all core courses outlined in the CCS training curriculum
• Possess working product knowledge of bank services and Financial Services Industry
• Possess math aptitude with ability to grasp general accounting and financial concepts
• Demonstrated ability to identify, analyze and resolve technical problems independently, related to the Bank's automated loan and deposit systems as well as collateral and other documentation situations
• Possess an aptitude for supervisory responsibility and leadership
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Possess working knowledge of excel and/or reporting applications

Preferred Qualifications

• Bachelor's degree or equivalent education and related training
• Two years of experience in a leadership role
• Prior experience in a Commercial loan or similar environment where loan documentation and/or credit transactions are handled
• Strong working knowledge of Commercial operations or equivalent experience

The annual base salary for this position is $80,550.00 - $142,480.00 USD Annual

Additional incentive pay is available for this position.

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 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.

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