About this role
About the Role 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. What You'll Do
- Provide sales support to Relationship Managers, including pipeline accuracy, call preparation, onboarding deposits, Treasury onboarding, and proactive client communications; maintain current CRM data and schedule appointments as needed.
- Support the sales process and portfolio growth by recognizing referrals, maintaining product knowledge, and partnering with RM and IRM teams to identify client needs and follow up as opportunities progress.
- Support banker teams by pulling reports, attending meetings, following up, and communicating clearly within the team.
- Deliver superior client service; take ownership of client needs and resolve issues timely.
- Assist in servicing Commercial loans, deposits and fee services (Treasury, account opening, reports, payments, fraud resolution, wire processing, maintenance).
- Assist Relationship Managers with portfolio management, accurate client assignment, monitoring reports, and escalation as needed.
- Assist RMs with general loan support; provide accurate information to internal loan areas and communicate with clients through appropriate loan stages; ensure compliance with Reg B, BSA/AML.
- Assist with problem loan management and collection activities by reviewing past-due reports, monitoring payments, post-closing due diligence, contacting past-due clients, and flagging issues to the RM. What We're Looking For
- High School diploma or equivalent.
- Five years of related experience, preferably in 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 written and verbal communication skills.
- Strong organizational skills.
- Ability to complete all core CCS training curriculum.
- Proficiency in basic computer applications (e.g., Microsoft Office). Nice to Have
- Associate’s degree in related field.
- 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. Compensation & Benefits
- 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; Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 vacation days (prorated), 10 sick days (prorated), and paid holidays. For more details on Truist’s benefits, please visit the Benefits site.