Corporate Banking Client Specialist

Truist; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

AD&D

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist seeks an onboarding coordinator to support Corporate Banking bankers and client teams. You will manage client data, assist with account setup, maintain hierarchy updates, and document post-client events, working with onboarding, servicing, Treasury, control, and other internal teams to streamline information gathering.

You will enter call reports and client activity in designated systems, update records after major events, and help ensure data quality, reporting needs, and process

Qualifications

• High school diploma or equivalent.
• Three to five years of related experience in financial services or corporate banking.
• Experience managing multiple requests and coordinating across internal teams.
• Ability to identify, analyze, and resolve issues independently.
• Familiarity with client onboarding processes, CRM tools, and reporting applications.
• Strong Microsoft Office skills (Excel, PowerPoint).
• Good organizational skills and ability to complete CCS training.

Responsibilities

• Serve as central coordination point across onboarding, account opening and compliance with Treasury Servicing and other teams to gather and track client documents.
• Reduce duplicative outreach by coordinating information requests and routing questions to the appropriate banker or partner.
• Track onboarding and client information requests through completion and communicate status updates to stakeholders.
• Maintain accurate client information across designated systems, including new account setup, hierarchies, and contact details.
• Enter and maintain call reports and client activity records to support relationship management and portfolio visibility.
• Update client records following key events (IPOs, mergers, ownership changes, restructurings).
• Support BSA/AML processes by coordinating required client information and escalating gaps.
• Pull data and reports to support onboarding tracking, client planning, and ad hoc analysis.
• Maintain partnership with Corporate Banking Business Management for data quality and reporting.

Skills

MS Excel

PowerPoint

CRM tools

Data entry

Multitasking

Communication

Organizational skills

Education

High school diploma

Associate’s degree

Tools

CRM software

MS Office suite

Data management tools

Job description

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide dedicated client information management, onboarding coordination, and administrative support to Corporate Banking bankers and client teams under limited supervision. Serve as a central point of contact for client data, account setup support, hierarchy maintenance, post-client event updates, call report entry, client contact information, sector designation, and related client profile updates. Coordinate across onboarding, servicing, Treasury, control, and other internal teams to streamline information gathering and reduce duplicative client outreach. Maintain a dotted-line partnership with Corporate Banking Business Management to support data quality, reporting needs, process consistency, and visibility into client onboarding and information management pain points.

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.

Client Onboarding Coordination

• Serve as a central coordination point across client onboarding, account opening and compliance with internal partners across Treasury Servicing, Credit Delivery, and other internal teams to help gather, organize, and track required client documents and information.
• Help reduce duplicate outreach to clients by coordinating information requests, confirming whether requested documentation is already available, and routing questions to the appropriate banker, onboarding partner, control partner, or subject matter expert.
• Track onboarding and client information requests through completion, elevate aging or unclear items, and communicate status updates to bankers, onboarding teams, control partners, and Business Management as appropriate.

Client Data and Banker Support

• Maintain accurate and complete client information across designated systems, including new account setup support, client hierarchy updates, contact information, sector designation, and related client profile attributes.
• Enter and maintain call reports and related client activity records in partnership with bankers to support consistent client coverage, relationship management routines, and portfolio visibility.
• Update client records following key client events, including initial public offerings, mergers and acquisitions, ownership changes, organizational restructurings, or other material events that require hierarchy, contact, sector, or account information updates.

BSA/AML and Control Process Support

• Help support the BSA/AML process by coordinating required client information and documentation, tracking open requests, following up on missing items, and escalating questions or gaps to bankers, onboarding teams, compliance, or control partners through established channels.

Business Reporting Support

• Pull data, reports, and client information as requested to support banker routines, portfolio reviews, client planning, business management reporting, onboarding tracking, and ad hoc analysis.
• Maintain a partnership with Corporate Banking Business Management to support data quality, reporting needs, process consistency, and visibility into common onboarding or client information pain points.

Required Qualifications

• High school diploma, or equivalent education and related training.
• Three to five years of related experience, preferably within financial services, corporate banking, commercial banking, client onboarding, client service, operations, or business management support.
• Demonstrated ability to manage multiple requests, organize client information, track open items, coordinate across internal teams, and communicate status updates clearly.
• Demonstrated ability to identify, analyze, and resolve issues independently.
• Working knowledge of client onboarding processes, account opening workflows, client data systems, CRM tools, reporting applications, BSA/AML information gathering processes, or related banking platforms.
• Strong Microsoft Office skills, including Excel and PowerPoint, with the ability to pull, organize, summarize, and present data accurately.
• 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 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.

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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