Commercial Client Specialist II

Truist; Charleston (SC); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Paid time off

Job summary

Truist is seeking a Sales/Service and Loan Support professional to assist Relationship Managers, Commercial Credit staff, and Sales Leaders across Commercial client portfolios. You will support pipeline accuracy, onboarding, and client communications while ensuring CRM data is current.

Responsibilities include servicing loans and deposits, assisting in treasury onboarding, and helping with portfolio management and regulatory compliance. Strong communication and organization are essential.

Qualifications

• High School diploma or equivalent.
• At least five years of related financial services experience.
• Two years in a CCS role or similar.
• Ability to identify, analyze and resolve issues independently.
• Advanced knowledge of related systems and processes.
• Strong written and verbal communication skills.
• Good organizational skills.
• Ability to complete CCS training curriculum.
• Proficiency in basic computer applications, including Microsoft Office.

Responsibilities

• Provide sales support to Relationship Managers and teams, including pipeline accuracy and client communications.
• Support portfolio growth by recognizing referral opportunities and coordinating with IRM partners.
• Assist in servicing Commercial loans, deposits and Treasury-related tasks and maintain accurate client data.
• Assist in loan processes, ensure regulatory compliance, and conduct follow‑up with clients.

Education

High School diploma

Associate’s degree

Tools

MS Office

Reporting applications

Job description

Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.

Essential Duties And Responsibilities

Sales Support

• Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro‑actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and ensuring that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, and providing calendar assistance.
• Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert‑level working knowledge of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners to bring attention to any potential client needs recognized through client contact or servicing opportunities and follow up with partner areas as opportunities progress.
• Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow‑up as needed, and clearly communicating within the team.

Service Support

• Provide superior client service to Commercial Community Bank clients, taking ownership of client needs, problems, and requests, and following through to ensure timely and accurate resolution.
• Assist in general servicing of Commercial loans, deposits, and fee services such as Treasury assigned to Relationship Managers, including but not limited to completing necessary forms and documentation, account opening, pulling and working reports, processing payments, assisting in fraud resolution, general research, wire processing, and general maintenance.
• Assist Relationship Managers with portfolio management, ensuring accurate client assignment and account data. Monitor reporting and escalates as needed.

Loan Support

• Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed; communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying compliant with regulations such as Reg B, BSA/AML, etc. Collect client information and assist with follow‑up. Conduct general research and clear loan documentation exceptions.
• Assist Relationship Managers in problem loan management and collection activities through review of past‑due reports, monitoring of payment postings and post‑closing due diligence, contacting past‑due clients, and bringing potential collection issues to the awareness of the Relationship Manager.

Qualifications

Required Qualifications

• High School diploma, or equivalent education and related training
• Five years of related experience, preferably within financial services
• Two years of experience in a CCS role, or similar
• Demonstrated ability to identify, analyze and resolve issues independently
• Advanced knowledge of related systems and processes
• Good communication skills, both written and verbal, in relating to internal and external clients and contacts
• Good organizational skills
• Ability to complete all core courses outlined in the CCS training curriculum
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications

• Associate’s degree in related field
• Possess working product knowledge of bank services and Financial Services Industry
• Possess math aptitude with ability to grasp general accounting and financial concepts
• Possess working knowledge of Excel and/or reporting applications

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work.