CRE Client Specialist-Truist Community Capital-NMTC

Truist; Atlanta (GA); Vor Ort; USD 60.000 - 85.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

Life insurance

Disability

AD&D

Tax-advantaged savings accounts

401k plan

Vacation days

Sick days

Paid holidays

Defined benefit pension plan

Restricted stock units

Deferred compensation plan

Zusammenfassung

Truist Financial Corporation is seeking a Sales Support specialist to assist bankers and CRE teams in delivering sales, service and loan support. The role involves onboarding new accounts, maintaining CRM data, and coordinating with IRM partners to drive client portfolio growth.

The candidate should have five years in financial services, CCS experience, and strong communication and organizational skills. The position supports CRE loans, deposits, and Treasury services within a 1st shift in the

Qualifikationen

• High School diploma or equivalent
• Five years of related experience in 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, with internal and external clients
• Strong organizational skills
• Ability to complete all CCS training curriculum core courses
• Demonstrated proficiency in basic computer applications (e.g., Microsoft Office)

Aufgaben

• Provide sales support to bankers, including pipeline accuracy, onboarding deposits, CRM data maintenance, and scheduling
• Develop portfolio growth by recognizing referral opportunities and coordinating with IRM partners
• Pull reports, attend meetings, and communicate findings within the team
• Deliver superior client service to CRE clients and resolve client issues promptly
• Assist in servicing CRE loans, deposits and Treasury-related tasks including forms, documentation, and wire processing
• Support portfolio management with accurate client assignment and reporting, elevating issues as needed
• Assist bankers with general loan support, ensure compliance with Reg B and BSA/AML, collect client information, and conduct research
• Support problem loan management and collection activities by reviewing past due reports and contacting clients

Kenntnisse

Sales support experience

CRM data management

Client relationship management

Banking industry knowledge

Reg B compliance familiarity

Strong written and verbalcommunication

Organizational skills

CCS training coursework completion

Microsoft Office proficiency

Ausbildung

Associate’s degree in related field

Tools

Microsoft Office

Jobbeschreibung

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

108

Please review the following job description:

Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.

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.

Sales Support

• 1. Assist bankers 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 banker'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 bankers 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.

Service Support

• 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, 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 bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and elevate as needed.

Loan Support

• 7. Assist bankers 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 banker 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 bankers 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 banker.

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

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

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.