Commercial Client Success Specialist

Truist; Duluth (GA); On-site; USD 42,000 - 64,000; Full time

Job summary

Truist in Duluth, GA is seeking a Regular Sales Support role to assist Relationship Managers and Commercial Credit staff with pipeline accuracy, onboarding, and client communications.

You will provide service and loan support across Commercial client portfolios, ensuring data integrity, compliance with regulations, and timely delivery of documents and reports to support portfolio growth.

Qualifications

• High School diploma or equivalent required.
• Three years of related experience in financial services.
• Strong written and verbal communication with clients.
• Good organizational skills and ability to complete CCS training.

Responsibilities

• Provide sales support to Relationship Managers, including CRM data accuracy and onboarding tasks.
• Assist in servicing Commercial loans, deposits, and treasury onboarding.
• Support loan processing and ensure compliance with regulations and reporting.

Skills

Communication skills

Organizational skills

Microsoft Office proficiency

Education

High School diploma

Associate’s degree in related field

Tools

Microsoft Office

Excel

Job description

Truist in Duluth, GA is seeking a Regular Sales Support role to assist Relationship Managers and Commercial Credit staff with pipeline accuracy, onboarding, and client communications.

You will provide service and loan support across Commercial client portfolios, ensuring data integrity, compliance with regulations, and timely delivery of documents and reports to support portfolio growth.