Commercial Client Success & Loan Support Specialist

Kappaalphapsi1911; San Antonio (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Job summary

Truist Financial Corporation in San Antonio, TX is seeking a Commercial Client Specialist II to provide sales, service and loan support to Relationship Managers and Commercial staff. The role covers client portfolios across Commercial segments and involves CRM data maintenance, onboarding, and proactive client contact.

The position requires several years in financial services, strong communication and organizational skills, and proficiency with MS Office and CRM systems.

Qualifications

• High School diploma or equivalent required.
• Five years of related experience in financial services.
• Two years in CCS or similar role.
• Strong problem-solving and ability to work independently.
• Proficient in MS Office and related systems.

Responsibilities

• Provide sales, service and loan support to Relationship Managers, Commercial Credit staff and Sales Leaders.
• Maintain accurate CRM data and assist with pipeline management.
• Support portfolio growth and client servicing across Commercial segments.
• Assist with loan processing, documentation and risk/compliance tasks.

Skills

CRM proficiency

Client service

Relationship management

Data analysis

Communication skills

Education

High School diploma

Associate’s degree

Tools

Microsoft Office

CRM systems

Job description

Truist Financial Corporation in San Antonio, TX is seeking a Commercial Client Specialist II to provide sales, service and loan support to Relationship Managers and Commercial staff. The role covers client portfolios across Commercial segments and involves CRM data maintenance, onboarding, and proactive client contact.

The position requires several years in financial services, strong communication and organizational skills, and proficiency with MS Office and CRM systems.