Corporate Banking Client Specialist

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide dedicated client information management, onboarding coordination, and administrative support to Corporate Banking bankers and client teams under limited supervision. Serve as a central point of contact for client data, account setup support, hierarchy maintenance, post-client event updates, call report entry, client contact information, sector designation, and related client profile updates. Coordinate across onboarding, servicing, Treasury, control, and other internal teams to streamline information gathering and reduce duplicative client outreach. Maintain a dotted-line partnership with Corporate Banking Business Management to support data quality, reporting needs, process consistency, and visibility into client onboarding and information management pain points.

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.

Client Onboarding Coordination

1. Serve as a central coordination point across client onboarding, account opening and compliance with internal partners across Treasury Servicing, Credit Delivery, and other internal teams to help gather, organize, and track required client documents and information.

2. Help reduce duplicate outreach to clients by coordinating information requests, confirming whether requested documentation is already available, and routing questions to the appropriate banker, onboarding partner, control partner, or subject matter expert.

3. Track onboarding and client information requests through completion, escalate aging or unclear items, and communicate status updates to bankers, onboarding teams, control partners, and Business Management as appropriate.

Client Data and Banker Support

4. Maintain accurate and complete client information across designated systems, including new account setup support, client hierarchy updates, contact information, sector designation, and related client profile attributes.

5. Enter and maintain call reports and related client activity records in partnership with bankers to support consistent client coverage, relationship management routines, and portfolio visibility.

6. Update client records following key client events, including initial public offerings, mergers and acquisitions, ownership changes, organizational restructurings, or other material events that require hierarchy, contact, sector, or account information updates.

BSA/AML and Control Process Support

7. Help support the BSA/AML process by coordinating required client information and documentation, tracking open requests, following up on missing items, and escalating questions or gaps to bankers, onboarding teams, compliance, or control partners through established channels.

Business Reporting Support

8. Pull data, reports, and client information as requested to support banker routines, portfolio reviews, client planning, business management reporting, onboarding tracking, and ad hoc analysis.

9. Maintain a partnership with Corporate Banking Business Management to support data quality, reporting needs, process consistency, and visibility into common onboarding or client information pain points.

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.

1. High school diploma, or equivalent education and related training.

2. Three to five years of related experience, preferably within financial services, corporate banking, commercial banking, client onboarding, client service, operations, or business management support.

3. Demonstrated ability to manage multiple requests, organize client information, track open items, coordinate across internal teams, and communicate status updates clearly.

4. Demonstrated ability to identify, analyze, and resolve issues independently.

5. Working knowledge of client onboarding processes, account opening workflows, client data systems, CRM tools, reporting applications, BSA/AML information gathering processes, or related banking platforms.

6. Strong Microsoft Office skills, including Excel and PowerPoint, with the ability to pull, organize, summarize, and present data accurately.

7. Good organizational skills.

8. Ability to complete all core courses outlined in the CCS training curriculum.

9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Associate’s degree in related field.

2. Working product knowledge of bank services and the financial services industry.

3. Math aptitude with ability to grasp general accounting and financial concepts.

4. Working knowledge of Excel and/or reporting applications.

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, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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