Commercial Client Specialist II

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

Sales Support

1. 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 CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, and providing calendar assistance.

2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert‑level knowledge of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners to bring attention to potential client needs recognized through client contact or servicing opportunities and follow up with partner areas as opportunities progress.

3. 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

1. 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.

2. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including completion of necessary forms and documentation, account opening, pulling and working reports, processing payments, assisting in fraud resolution, general research, wire processing and general maintenance.

3. Assist Relationship Managers with portfolio management, ensuring accurate client assignment and account data. Monitor reporting and raise issues as needed.

Loan Support

1. Assist Relationship Managers with general loan support, delivering accurate and timely information to internal loan areas, communicating with clients, and assisting with appropriate stages of the loan process. Help the RM remain in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information, assist with follow‑up, conduct general research and clear loan documentation exceptions.

2. Assist Relationship Managers in problem loan management and collection activities through review of past‑due reports, monitoring 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.
• Math aptitude with ability to grasp general accounting and financial concepts.
• Working knowledge of Excel and/or reporting applications.

Benefits

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. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classifications protected by law. Truist is a Drug Free Workplace.