Commercial Banking Growth & Loan Support Specialist II

Gamma Phi Omega International

Miami (FL)

On-site

USD 65,000 - 90,000

Full time

3 days ago

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Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Truist Financial Corporation in Miami, FL seeks a Commercial Client Specialist II to support Relationship Managers and Commercial Credit staff across client portfolios from $2–500MM in annual sales. The role covers sales, service, and loan support with emphasis on accurate CRM data, proactive client contact, and timely servicing.

You will assist in portfolio management, process bank deposits and discharges, and help ensure regulatory compliance while delivering superior client service within a

Qualifications

Minimum high school education or equivalent plus related training.
Five years’ experience in financial services preferred.
Two years in a CCS role or similar position.
Ability to analyze and resolve issues independently with accuracy.

Responsibilities

Provide sales support to Relationship Managers and cross-functional teams.
Assist with loan and deposit servicing, including forms and documentation.
Pull reports, attend meetings, and assist in portfolio management.
Support compliance with Reg B, BSA/AML and related regulations.
Help with client communications and data accuracy in CRM systems.

Skills

Communication skills

Organizational skills

Issue resolution

Microsoft Office proficiency

CCS training curriculum

Education

High School diploma or equivalent

Associate’s degree (related field)

Tools

Microsoft Excel

Reporting applications

Job description

You will assist in portfolio management, process bank deposits and discharges, and help ensure regulatory compliance while delivering superior client service within a

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