Commercial Client Support Specialist
4 weeks ago
We are seeking a highly skilled Commercial Client Support Specialist to join our team at Truist Inc. This role will provide sales, service, and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders 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 in general servicing of Commercial loans, deposits, and fee services, including account opening, report preparation, and payment processing.
- Support the sales process and portfolio growth through recognition of referral opportunities and maintenance of working knowledge of products and services.
- Partner with Relationship Managers and Integrated Relationship Management (IRM) partners to bring attention to potential client needs and follow up on opportunities.
- Monitor reporting and escalate as needed to ensure accurate client assignment and account data.
- 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 all core courses outlined in the CCS training curriculum.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Associate's degree in a related field.
- Possess working product knowledge of bank services and Financial Services Industry.
- Possess math aptitude with ability to grasp general accounting and financial concepts.
- Possess working knowledge of Excel and/or reporting applications.
Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays.
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