Commercial Client Specialist II Job Dallas area,Texas USA,Finance & Banking

Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.

Regular or Temporary:
Regular
Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

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 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.

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 Relationship Managers 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.

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.

Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, 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 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.

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

Assist Relationship Managers 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 RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and 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 pastdue reports, monitoring of 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, etc.

Preferred Qualifications

Associate’s degree in 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

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for…