Commercial Banking Client Specialist: Sales & Loan Support

Truist; Conyers (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Vacation time

Sick days

Paid holidays

Job summary

Truist Financial Corporation seeks a qualified professional to provide Sales, Service, and Loan support to Relationship Managers and Commercial Credit staff within our Georgia Commercial Banking footprint. You will support a portfolio of clients in the Commercial segment, focusing on onboarding, CRM data integrity, and timely servicing.

The role requires strong communication, organizational skills, and basic Excel software knowledge, with experience in financial services considered a plus.

Qualifications

• High School diploma or equivalent required.
• Three years of related experience in financial services preferred.
• Strong written and verbal communication.

Responsibilities

• Sales Support: assist Relationship Managers with pipeline accuracy, call prep, onboarding deposits, and client communications.
• Service Support: handle client servicing for loans, deposits, and Treasury-related tasks; maintain accurate reports and data.
• Loan Support: assist with loan processing, compliance, and follow-up on past due or documentation issues.

Skills

Communication skills

Organizational skills

MS Office

Customer service

Education

High School diploma

Associate's degree

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a qualified professional to provide Sales, Service, and Loan support to Relationship Managers and Commercial Credit staff within our Georgia Commercial Banking footprint. You will support a portfolio of clients in the Commercial segment, focusing on onboarding, CRM data integrity, and timely servicing.

The role requires strong communication, organizational skills, and basic Excel software knowledge, with experience in financial services considered a plus.