Commercial Banking Support Specialist

Truist Financial Corporation; Melbourne (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Truist in Melbourne, FL is seeking a Sales and Loan Support specialist to assist Relationship Managers and Commercial Credit staff in managing and supporting Commercial client portfolios. The role serves clients across all Commercial Community Bank segments with annual sales from $10–$500MM.

Under limited supervision, you will provide sales, service and loan support, help with onboarding, reports, and documentation, and contribute to portfolio growth and compliance with regulations.

Qualifications

• High School diploma or equivalent.
• Five years of related experience in financial services.
• Two years in CCS or similar role.
• Ability to identify, analyze and resolve issues independently.
• Advanced knowledge of related systems and processes.
• Strong communication skills, written and verbal.
• Good organizational skills.
• Complete CCS training core courses.
• Proficiency in Microsoft Office and reporting tools.

Responsibilities

• Assist Relationship Managers with sales support, pipeline accuracy and onboarding tasks.
• Provide servicing of loans, deposits and Treasury-related activities; process forms and documentation.
• Support Relationship Managers with portfolio management and reporting to elevate client service.

Skills

Communication skills

Organizational skills

Problem solving

Analytical thinking

Independent work

Education

High School diploma

Associate degree

Tools

Microsoft Office

Excel

Job description

Truist in Melbourne, FL is seeking a Sales and Loan Support specialist to assist Relationship Managers and Commercial Credit staff in managing and supporting Commercial client portfolios. The role serves clients across all Commercial Community Bank segments with annual sales from $10–$500MM.

Under limited supervision, you will provide sales, service and loan support, help with onboarding, reports, and documentation, and contribute to portfolio growth and compliance with regulations.