Truist Commercial Client Specialist - Nashville TN 

United States, Tennessee, Nashville-Davidson 

926739316

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leadersincludes clients from $2-500MM in annual sales, regional CRE clients, and Not for Profit/government entities.

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.