Green Card Client Specialist Jobs
Client Specialist roles at U.S. financial services, insurance, and professional services firms regularly qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification. Employers document that no qualified U.S. worker is available before filing your I-140 petition, putting you on a path to permanent residency rather than renewable status.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language 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.
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.
Sales Support
-
Assist Relationship Managers 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.
-
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.
-
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
-
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.
-
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.
-
Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
-
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.
-
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.
QUALIFICATIONS
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.
-
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 Qualifications:
-
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
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.
EEO is the Law
E-Verify
IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language 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.
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.
Sales Support
-
Assist Relationship Managers 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.
-
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.
-
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
-
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.
-
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.
-
Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
-
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.
-
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.
QUALIFICATIONS
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.
-
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 Qualifications:
-
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
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.
EEO is the Law
E-Verify
IER Right to Work
See all 360+ Green Card Client Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Client Specialist Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Specialist
Document your degree's specialty occupation match
PERM filings for Client Specialist roles succeed when your degree field directly aligns with the job duties. Finance, business administration, or communications degrees map cleanly; an unrelated field requires a credential evaluation showing substantial coursework overlap before your employer files.
Target employers with active PERM filing history
Search OFLC disclosure data for Client Specialist and Client Services Specialist filings by industry. Financial services and insurance firms file PERM most frequently for this title, signaling they already understand the labor certification process and have immigration counsel in place.
Find sponsoring employers through Migrate Mate
Migrate Mate filters Client Specialist openings by green card sponsorship history so you're not cold-applying to employers unfamiliar with PERM. Targeting companies with verified EB-2 or EB-3 filing records cuts your time from application to I-140 petition substantially.
Verify your employer's E-Verify enrollment early
PERM labor certification requires your employer to run the full recruitment process before DOL approval. Confirming E-Verify enrollment upfront tells you whether the employer has an established compliance infrastructure, which usually means faster internal approvals for your sponsorship paperwork.
Understand EB-3 versus EB-2 classification for this role
Most Client Specialist positions sponsor under EB-3 as skilled workers requiring a bachelor's degree. If your offer letter requires a master's degree or a specialized field, ask your employer's counsel whether EB-2 classification is supportable, since your priority date category affects your wait.
Negotiate sponsorship timing before signing your offer
PERM requires recruitment documentation, DOL review, and then USCIS adjudication of the I-140, a sequence that routinely runs 18 to 36 months before you can file for adjustment of status. Get written confirmation that your employer will initiate PERM within your first year.
Green Card Client Specialist: Frequently Asked Questions
Do Client Specialist roles typically qualify for EB-2 or EB-3 sponsorship?
Most Client Specialist positions qualify under EB-3 as skilled workers because the role requires a bachelor's degree rather than an advanced degree. EB-2 is available if the employer's minimum requirement is a master's degree or a bachelor's degree plus five or more years of progressive specialized experience. Your offer letter's stated education requirement drives the classification, not the degree you actually hold.
How does green card sponsorship differ from H-1B for this role?
Green card sponsorship through PERM leads to permanent residency with no need to renew status, while H-1B visa is a temporary visa requiring periodic renewals and annual cap exposure. PERM itself has no annual numerical cap at the EB-3 level for most countries, though visa number availability varies by birth country. The tradeoff is timeline: the PERM, I-140, and adjustment of status sequence typically takes two to four years before you receive your green card.
What does the PERM labor certification process require from a Client Specialist applicant?
Your employer runs the PERM process on your behalf. They must conduct DOL-mandated recruitment, document that no qualified U.S. worker applied, and submit the ETA-9089 application to DOL. Your role is to provide accurate educational credentials, work history, and a credential evaluation if your degree is from outside the U.S. You won't file anything directly with DOL during PERM, but errors in your background documentation are the most common source of denials.
Where can I find Client Specialist jobs that offer green card sponsorship?
Migrate Mate is built specifically to surface jobs by verified green card sponsorship history, so you can filter for Client Specialist openings at employers who have actually filed PERM or I-140 petitions before. Most general job boards don't separate green card sponsorship from H-1B sponsorship willingness, which means you can spend months applying to firms that only sponsor temporary work visas.
Can I switch employers after my I-140 is approved but before I get my green card?
Yes, under portability rules established by immigration law, you can change to a same or similar occupational classification after your I-140 has been approved and your adjustment of status application has been pending for 180 days or more. Client Specialist and related client services roles generally port cleanly to similar positions. Confirm the new role's O*NET classification matches your approved petition before accepting a competing offer.