Commercial Banking Client & Loan Support Specialist

Truist Financial Corporation; Miami (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Vacation and sick days

Paid holidays

401k plan

Job summary

Truist Financial Corporation in Miami is seeking a client-focused sales and loan support professional to back Relationship Managers and Commercial Credit staff. You will help manage pipeline accuracy, onboarding, and client communications while ensuring CRM data remains current.

The role supports Commercial client portfolios across segments, including $2–500MM in annual sales, with responsibilities spanning loan and deposit servicing, treasury onboarding, and daily communication with clients and

Qualifications

• 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.

Responsibilities

• Assist Relationship Mangers 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.
• 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.

Skills

Communication

Problem Solving

Organization

MS Office

CRM data management

Education

High School diploma or equivalent

Associate’s degree in related field

Tools

MS Excel

Reporting applications

Job description

Truist Financial Corporation in Miami is seeking a client-focused sales and loan support professional to back Relationship Managers and Commercial Credit staff. You will help manage pipeline accuracy, onboarding, and client communications while ensuring CRM data remains current.

The role supports Commercial client portfolios across segments, including $2–500MM in annual sales, with responsibilities spanning loan and deposit servicing, treasury onboarding, and daily communication with clients and