Commercial Client Success Specialist II

Kappa Alpha PSI Fraternity, Inc.; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Financial Corporation in Miami seeks a Commercial Client Specialist II to provide sales, service and loan support across Commercial Bank segments. You will assist Relationship Managers, Credit staff, and Sales Leaders, ensuring timely processing of loans, deposits and treasury services, with strong CRM usage and client communication.

The role requires at least five years in financial services and two years in a CCS-like position, with solid MS Office and reporting skills.

Qualifications

• High School diploma or equivalent.
• Five years of related experience in financial services preferred.
• Two years in a CCS or similar role.

Responsibilities

• Provide sales, service and loan support to Relationship Managers and Commercial staff.
• Support pipeline accuracy, client contact strategy and CRM data hygiene.
• Assist in servicing Commercial loans, deposits and treasury services.
• Process payments, wire transfers and documentation for loan servicing.
• Assist with portfolio management and compliance with Reg B, BSA/AML.
• Support in collection activities and past due monitoring.

Skills

Communication skills

Organizational skills

Problem solving

Microsoft Office

Education

High School diploma

Associate’s degree (preferred)

Tools

CRM systems

Excel

Reporting applications

Job description

Truist Financial Corporation in Miami seeks a Commercial Client Specialist II to provide sales, service and loan support across Commercial Bank segments. You will assist Relationship Managers, Credit staff, and Sales Leaders, ensuring timely processing of loans, deposits and treasury services, with strong CRM usage and client communication.

The role requires at least five years in financial services and two years in a CCS-like position, with solid MS Office and reporting skills.