Commercial Banking Client Services & Growth Specialist

NAACPJobFinder; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid holidays

Job summary

Truist Financial Corporation is seeking a Commercial Client Specialist II in Miami, FL. You will support Relationship Managers, Commercial Credit staff, and Sales Leaders, handling sales tasks, servicing, and loan support across commercial portfolios ranging from $2–500MM in annual sales.

The role emphasizes client service, regulatory compliance, and accurate data management, with a focus on timely processing and collaboration across teams.

Qualifications

• Experience in financial services is preferred.
• Ability to analyze and resolve issues independently.
• Strong communication and organizational skills.

Responsibilities

• Provide sales support to Relationship Managers and IRM partners to drive portfolio growth.
• Support servicing of commercial loans, deposits, and fee services including treasury onboarding.
• Assist in loan processing, documentation, and compliance with regulations.
• Help monitor client portfolios and ensure data accuracy across systems.

Skills

Sales support

Client communication

Data accuracy

Documentation

Team collaboration

Education

High School diploma

Associate degree

Tools

CRM software

Microsoft Excel

Job description

Truist Financial Corporation is seeking a Commercial Client Specialist II in Miami, FL. You will support Relationship Managers, Commercial Credit staff, and Sales Leaders, handling sales tasks, servicing, and loan support across commercial portfolios ranging from $2–500MM in annual sales.

The role emphasizes client service, regulatory compliance, and accurate data management, with a focus on timely processing and collaboration across teams.