Commercial Client Specialist

Welcome to Truist Financial, a leading financial institution dedicated to helping our clients achieve their financial goals. We are currently seeking a Commercial Client Specialist to join our dynamic and innovative team. As a Commercial Client Specialist, you will have the opportunity to work with a diverse portfolio of commercial clients, providing them with exceptional service and support. We are looking for a driven and detail-oriented individual with a passion for delivering top-notch client experiences. If you are a team player with strong communication and problem-solving skills, we want to hear from you. Join us and be a part of our mission to empower our clients' financial success.

1. Provide outstanding customer service to commercial clients by responding promptly and professionally to inquiries, concerns, and requests.
2. Maintain a deep understanding of Truist Financial's products and services in order to effectively communicate and assist clients in achieving their financial goals.
3. Build and maintain relationships with commercial clients, ensuring that their needs are consistently met and exceeded.
4. Identify opportunities for upselling and cross-selling Truist Financial's products and services to commercial clients.
5. Work closely with other members of the team to deliver a seamless and efficient client experience.
6. Analyze client data and financial statements to identify opportunities for improving financial performance and providing tailored solutions.
7. Monitor and track client accounts, ensuring accuracy and compliance with regulatory requirements.
8. Collaborate with internal departments to resolve client issues and escalate concerns as needed.
9. Stay updated on industry trends and developments to provide knowledgeable and informed recommendations to clients.
10. Participate in training and development programs to continuously improve knowledge and skills.
11. Maintain confidentiality and adhere to all company policies and procedures.
12. Take ownership of projects and tasks assigned by management, ensuring timely and accurate completion.
13. Contribute to a positive and collaborative team environment by sharing ideas, best practices, and supporting colleagues.

According to JobzMall, the average salary range for a Commercial Client Specialist in Atlanta, GA, USA is between $50,000 and $65,000 per year. The salary may vary depending on factors such as the employer, experience level, and specific job duties.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.