Commercial Banking Solutions Specialist

Truist Financial; Columbus (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Job summary

Truist Financial in Columbus, GA is seeking a Sales/Service Support professional to assist Relationship Managers with pipeline accuracy, client outreach, and onboarding tasks. You will also support servicing of commercial loans and deposits, process payments, and help with fraud resolution.

You will deliver timely, accurate information to internal loan areas, monitor reports, and assist in the loan process while ensuring regulatory compliance.

Qualifications

• High School diploma or equivalent required.
• Five years of related experience, preferably in financial services.
• Two years in a CCS role or similar.
• Ability to identify, analyze, and resolve issues independently.
• Advanced knowledge of related systems and processes.
• Good written and verbal communication with internal and external clients.

Responsibilities

• Assist Relationship Managers with sales support, including pipeline accuracy, meeting prep, onboarding accounts, and maintaining CRM data.
• Support servicing of Commercial loans, deposits and fee services, including form completion, account opening, reports, payments, and fraud resolution.
• Help with loan process stages, regulatory compliance, and collection-related follow-up as needed.

Skills

Financial services experience

CCS experience

MS Office / Excel

Communication skills

Organizational skills

Reg B / BSA/AML knowledge

Education

High School diploma

Associate’s degree (preferred)

Tools

Microsoft Excel

Reporting applications

CRM systems

Job description

Truist Financial in Columbus, GA is seeking a Sales/Service Support professional to assist Relationship Managers with pipeline accuracy, client outreach, and onboarding tasks. You will also support servicing of commercial loans and deposits, process payments, and help with fraud resolution.

You will deliver timely, accurate information to internal loan areas, monitor reports, and assist in the loan process while ensuring regulatory compliance.