Commercial Client Specialist I - Nashville, TN

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

Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial

Insights, opening and onboarding deposit accounts, Treasury onboarding, 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 referral opportunities using internal resources and data. Maintain 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.

Service Support

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 escalate as needed.

Loan Support

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 assisting 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 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 :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made

to enable individuals with disabilities to perform the essential functions.

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

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

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the

phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy / fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager / supervisor and required by business need.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : 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.