Commercial Client Specialist
Truist
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Job summary
Truist seeks a Commercial Client Specialist to support Relationship Managers, Commercial Credit teams, and Sales Leaders across diverse banking portfolios. You will excel in client service, loan and deposit operations, treasury onboarding, and portfolio management.
The role emphasizes compliance support, sales enablement, and identifying growth opportunities while delivering exceptional service to businesses ranging from small startups to multi-million revenue partnerships.
Qualifications
- Experience supporting Relationship Managers and commercial banking teams.
- Strong client service and banking operations knowledge.
- Ability to onboard treasury and manage loan/deposit activities.
Skills
Job description
Looking for a Commercial Client Specialist with expertise in supporting Relationship Managers, Commercial Credit teams, and Sales Leaders across diverse commercial banking portfolios.
Skilled in client service, loan and deposit operations, treasury onboarding, portfolio management, compliance support, and sales enablement.
Proven ability to strengthen client relationships, streamline banking processes, identify growth opportunities, and deliver exceptional service while supporting businesses ranging from $2M to $500MM in annual revenue.
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