Commercial Client Success Associate

Truist; Woodbridge Township (NJ); On-site; USD 51,000 - 106,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Job summary

Truist is seeking a Sales and Loan Support professional in the United States to assist Relationship Managers, Commercial Credit staff, and Sales Leaders who manage client portfolios from $2–500MM in annual sales. This role involves pipeline accuracy, onboarding, and servicing across Commercial Community Bank clients.

The position emphasizes client service, loan coordination, and regulatory compliance while collaborating with IRM partners to maximize portfolio growth.

Qualifications

• High school diploma or equivalent required.
• Three years of related experience in financial services.
• Strong communication and organizational skills.
• Proficiency in basic computer applications (MS Office).

Responsibilities

• Sales support to Relationship Managers, including CRM data accuracy.
• Provide service support for commercial loans, deposits and treasury onboarding.
• Assist in loan processes and ensure compliance with Reg B, BSA/AML.
• Support portfolio management and reporting activities.

Skills

Communication

Organization

Computer skills

Education

High School diploma or equivalent

Associate's degree in related field

Tools

Excel

Reporting tools

Job description

Truist is seeking a Sales and Loan Support professional in the United States to assist Relationship Managers, Commercial Credit staff, and Sales Leaders who manage client portfolios from $2–500MM in annual sales. This role involves pipeline accuracy, onboarding, and servicing across Commercial Community Bank clients.

The position emphasizes client service, loan coordination, and regulatory compliance while collaborating with IRM partners to maximize portfolio growth.