Commercial Banking Client Success Specialist

Truist; Lancaster (Lancaster County); On-site; USD 51,000 - 106,000; Full time

Job summary

Truist in the United States is seeking a capable Sales Support professional to assist Relationship Managers and Commercial Credit staff in managing and growing a client portfolio across the Commercial Community Bank segment.

The role covers sales support, service support, and loan support, with a focus on accurate CRM data, timely servicing, and regulatory compliance. Regular shift in the first workday is expected, with competitive salary and benefits eligibility.

Qualifications

• High School diploma or equivalent education and related training.
• Three years of related experience, preferably within financial services.
• Strong communication skills, both written and verbal.
• Ability to complete all core courses outlined in the CCS training curriculum.
• Proficient in basic computer applications, such as Microsoft Office software products, etc.

Responsibilities

• Assist Relationship Mangers with sales support, including pipeline accuracy and client outreach.
• Provide servicing support for loans, deposits and fees and manage documentation.
• Assist Relationship Managers with portfolio management and regulatory compliance tasks.

Skills

Communication skills

Education

High School diploma

Associate's degree

Tools

MS Office

Job description

Truist in the United States is seeking a capable Sales Support professional to assist Relationship Managers and Commercial Credit staff in managing and growing a client portfolio across the Commercial Community Bank segment.

The role covers sales support, service support, and loan support, with a focus on accurate CRM data, timely servicing, and regulatory compliance. Regular shift in the first workday is expected, with competitive salary and benefits eligibility.