Truist · 1 month ago
CRE Client Specialist II
Norfolk, VA
Full-time
Onsite
Mid, Senior Level
5+ years expTruist Bank is seeking a CRE Client Specialist II to provide sales, service, and loan support to bankers and Commercial Real Estate Credit staff. The role involves assisting with client portfolios, ensuring accurate CRM data, and delivering superior client service to Commercial Real Estate clients.
BankingFinanceFinancial Services
Responsibilities
Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker’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, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers 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
Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution
Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, 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 bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed
Assist bankers 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 banker 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 bankers 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 banker
Qualification
Required
High School diploma, or equivalent education and related training
Five years of related experience, preferably within 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 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
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
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
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