Commercial Client Specialist II
Company: Branch, Banking & Trust Company
Location: Greenville
Posted on: June 25, 2022
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Job Description:
The position is described below. If you want to apply, click the
Apply button at the top or bottom of this page. You'll be required
to create an account or sign in to an existing one.Need Help?If you
have a disability and need assistance with the application, you can
request a reasonable accommodation. Send an email to Accessibility
or call 877-891-2510 (accommodation requests only; other inquiries
won't receive a response).Regular or Temporary:RegularLanguage
Fluency:English (Required)Work Shift:1st shift (United States of
America)Please review the following job description: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, regional CRE
clients, and Not for Profit/government entities.ESSENTIAL DUTIES
AND RESPONSIBILITIESFollowing 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 1.Assist Relationship
Mangers 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.2.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. 3.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 4.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.5.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. 6.Assist Relationship Managers with portfolio management
ensuring accurate client assignment and account data. Monitor
reporting and escalate as needed. Loan Support 7.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.8.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.QUALIFICATIONSRequired 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.1.High School diploma, or equivalent education and
related training2.Five years of related experience, preferably
within financial services3.Two years of experience in a CCS role,
or similar4.Demonstrated ability to identify, analyze and resolve
issues independently5.Advanced knowledge of related systems and
processes6.Good communication skills, both written and verbal, in
relating to internal and external clients and contacts7.Good
organizational skills8.Ability to complete all core courses
outlined in the CCS training curriculum9.Demonstrated proficiency
in basic computer applications, such as Microsoft Office software
products, etc.Preferred Qualifications:1.Associate's degree in
related field2.Possess working product knowledge of bank services
and Financial Services Industry3.Possess math aptitude with ability
to grasp general accounting and financial concepts4.Possess working
knowledge of excel and/or reporting applicationsTruist supports a
diverse workforce and is an Equal Opportunity Employer who does not
discriminate against individuals on the basis of race, gender,
color, religion, national origin, age, sexual orientation, gender
identity, disability, veteran status or other classification
protected by law. Drug Free Workplace.EEO is the LawPay
Transparency Nondiscrimination ProvisionE-Verify
Keywords: Branch, Banking & Trust Company, Greenville , Commercial Client Specialist II, Other , Greenville, North Carolina
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