Truist Financial

1 week ago

Commercial Client Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Reposted: first listed 1 week ago

Job Summary

Provide sales, service, and loan support to Commercial Community Bank Relationship Managers and Commercial Credit staff, helping manage commercial client portfolios with annual sales of $2–500MM. Assist with pipeline accuracy, client follow-up, onboarding deposit and Treasury accounts, and maintaining CRM data. Own client service requests through resolution, support commercial loan processes and compliance (Reg B, BSA/AML), and help with problem loan monitoring and collections.

Location: Anywhere

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Provide sales support to Relationship Managers, including pipeline accuracy, call preparation, Financial Insights ordering, and onboarding deposit/Treasury accounts.
•Support sales process and portfolio growth by recognizing and acting on referral opportunities; partner with Relationship Managers and IRM partners on client needs.
•Deliver superior client service by owning client needs, problems, and requests through timely and accurate resolution.
•Assist with servicing commercial loans, deposits, and fee services, including account opening, report pulling, payment processing, fraud resolution support, and wire processing.
•Provide loan support for information delivery, compliance with Reg B and BSA/AML, documentation exception research, and support problem loan management and collections.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•High school diploma (or equivalent) and related training.
•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, with strong communication and organizational skills.

Experience:Financial servicesCommercial banking

Education:High School

Skills:CommunicationOrganizational skillsIndependent problem-solving

Languages:English

Tech Stack:Microsoft OfficeExcel

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Truist Financial

1 week ago

Commercial Client Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Reposted: first listed 1 week ago

Job Summary

Location: Anywhere

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Provide sales support to Relationship Managers, including pipeline accuracy, call preparation, Financial Insights ordering, and onboarding deposit/Treasury accounts.
•Support sales process and portfolio growth by recognizing and acting on referral opportunities; partner with Relationship Managers and IRM partners on client needs.
•Deliver superior client service by owning client needs, problems, and requests through timely and accurate resolution.
•Assist with servicing commercial loans, deposits, and fee services, including account opening, report pulling, payment processing, fraud resolution support, and wire processing.
•Provide loan support for information delivery, compliance with Reg B and BSA/AML, documentation exception research, and support problem loan management and collections.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•High school diploma (or equivalent) and related training.
•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, with strong communication and organizational skills.

Experience:Financial servicesCommercial banking

Education:High School

Skills:CommunicationOrganizational skillsIndependent problem-solving

Languages:English

Tech Stack:Microsoft OfficeExcel

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn