Commercial Client Portfolio Specialist

5 days ago

Cleveland, Ohio, United States Truist Full time
Job Summary

We are seeking a highly skilled Commercial Client Portfolio Specialist to join our team at Truist. As a key member of our Commercial Banking team, you will provide sales, service, and loan support to Relationship Managers and Commercial Credit staff, managing and supporting Commercial client portfolios.

Key Responsibilities
  • Provide sales support to Relationship Managers, including assistance with pipeline accuracy, call preparation, and client contact strategy.
  • Assist with general servicing of Commercial loans, deposits, and fee services, including account opening, report preparation, and payment processing.
  • Support Relationship Managers with portfolio management, ensuring accurate client assignment and account data.
  • Monitor reporting and escalate as needed to ensure timely and accurate resolution of client issues.
  • Collaborate with Relationship Managers and Integrated Relationship Management (IRM) partners to identify potential client needs and opportunities.
Requirements
  • High School diploma or equivalent education and related training.
  • Three years of related experience, preferably within financial services.
  • Good communication skills, both written and verbal, in relating to internal and external clients and contacts.
  • Good organizational skills and ability to complete core courses outlined in the CCS training curriculum.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications
  • Associates degree in a related field.
  • Working product knowledge of bank services and Financial Services Industry.
  • Math aptitude with ability to grasp general accounting and financial concepts.
  • Working knowledge of Excel and/or reporting applications.
Benefits

As a Truist teammate, you will be eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. You will also receive paid time off, including vacation and sick leave, as well as paid holidays.

Equal Employment Opportunity

Truist is an Equal Opportunity Employer that does not discriminate against individuals 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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