Commercial Banking Client Success Specialist

Sigma Gamma Rho Sorority, Inc; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation

Sick days

Job summary

Truist Financial Corporation in Miami, FL is seeking a Regular full-time Commercial Client Specialist II to provide sales, service and loan support across Commercial Banking. You will work with Relationship Managers, Credit staff and Sales Leaders to manage client portfolios and ensure accurate CRM data, while supporting onboarding and onboarding of deposits and treasury services.

The role requires strong communication, organizational skills, and a solid understanding of banking processes.

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

• Provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders.
• Support across Commercial Community Bank segments (clients $2–500MM in annual sales).
• Maintain CRM data current and accurate; assist with pipeline and call prep.
• Support portfolio growth through referrals and knowledge of products/services.
• Deliver superior client service for Commercial clients and loans/deposits/fees.
• Assist in servicing of loans, deposits, and treasury tasks; process forms and documentation.
• Assist in loan process and compliance with Reg B, BSA/AML, etc.
• Assist in problem loan management and collection activities.

Skills

Excellent communication

Organizational skills

Problem solving

Attention to detail

Team collaboration

Education

High School diploma or equivalent

Associate’s degree (preferred)

Tools

CRM systems

Microsoft Office

Data reporting

Loan processing systems

Job description

Truist Financial Corporation in Miami, FL is seeking a Regular full-time Commercial Client Specialist II to provide sales, service and loan support across Commercial Banking. You will work with Relationship Managers, Credit staff and Sales Leaders to manage client portfolios and ensure accurate CRM data, while supporting onboarding and onboarding of deposits and treasury services.

The role requires strong communication, organizational skills, and a solid understanding of banking processes.