Commercial Banking Client Support Specialist II

The National Urban League, Inc.; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation and sick days

Job summary

Truist Financial Corporation in Miami, FL seeks a Commercial Client Specialist II to provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders. You’ll assist in onboarding, servicing, and maintaining client portfolios across Commercial segments with emphasis on accuracy and proactive client engagement.

The role requires a high school diploma and several years of financial services experience, with strong communication and analytical skills.

Qualifications

• High school diploma or equivalent required; related training is a plus.
• Five years of related experience, preferably in financial services.
• Two years of CCS or similar role experience.
• Ability to identify, analyze and resolve issues independently.
• Advanced knowledge of related systems and processes.
• Strong written and verbal communication skills with internal and external clients.
• Good organizational skills; able to manage multiple tasks.
• Completion of core CCS training curriculum.
• Proficiency in basic computer applications (Microsoft Office).

Responsibilities

• Provide sales, service and loan support to Relationship Managers and credit staff across Commercial portfolios.
• Assist in pipeline accuracy, call prep, deposits onboarding and Treasury onboarding.
• Support portfolio growth by recognizing referral opportunities and coordinating with IRM.
• Deliver superior client service and ensure timely, accurate resolutions.
• Assist in servicing commercial loans, deposits and fee services, including onboarding and documentation.
• Assist in loan processing, payments, fraud resolution and general maintenance.
• Support portfolio management and ensure accurate client assignments and data.

Skills

Communication skills

Organizational skills

Microsoft Office

Analytical ability

Education

High School diploma

Associate’s degree in related field

Tools

Excel

Reporting applications

Job description

Truist Financial Corporation in Miami, FL seeks a Commercial Client Specialist II to provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders. You’ll assist in onboarding, servicing, and maintaining client portfolios across Commercial segments with emphasis on accuracy and proactive client engagement.

The role requires a high school diploma and several years of financial services experience, with strong communication and analytical skills.