Commercial Client Specialist II Job Columbus area,Georgia USA,Finance & Banking

ESSENTIAL DUTIES AND RESPONSIBILITIES Sales Support

Assist Relationship Managers 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 RM’s client contact strategy and ensuring CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, and providing calendar assistance.

Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert‑level knowledge of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners to bring attention to potential client needs recognized through client contact or servicing opportunities and follow up with 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.

Service Support

Provide superior client service to Commercial Community Bank clients, taking ownership of client needs, problems and requests, and 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 completion of necessary forms and documentation, account opening, pulling and working reports, processing payments, assisting in fraud resolution, general research, wire processing and general maintenance.

Assist Relationship Managers with portfolio management, ensuring accurate client assignment and account data. Monitor reporting and raise issues as needed.

Loan Support

Assist Relationship Managers with general loan support, delivering accurate and timely information to internal loan areas, communicating with clients, and assisting with appropriate stages of the loan process. Help the RM remain in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information, assist 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 payment postings and post‑closing due diligence, contacting past‑due clients and bringing potential collection issues to the awareness of the Relationship Manager.

QUALIFICATIONS Required Qualifications

High School diploma, or equivalent education and related training.
Five years of related experience, preferably within financial services.
Two years of experience in a CCS role, or similar.
Demonstrated ability to identify, analyze, and resolve issues independently.
Advanced knowledge of related systems and processes.
Good communication skills, both written and verbal, in relating to internal and external clients and contacts.
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.
Possess 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

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 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

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 supports a diverse workforce and 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 classifications protected by law. Truist is a Drug Free Workplace.

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