Commercial Client Support Specialist

Truist Wealth; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and holidays

Disability coverage

Job summary

Truist Wealth is seeking a Sales and Service Support specialist to assist Relationship Managers, Commercial Credit staff and Sales Leaders across Commercial client portfolios. You will help with pipeline accuracy, onboarding, and client communications, while ensuring CRM data is current and accurate.

The role emphasizes loan and deposit servicing, regulatory compliance, and collaboration with RM teams to grow portfolios across commercial segments.

Qualifications

• High School diploma or equivalent required; associate degree preferred.
• Three years of related experience in financial services or banking is expected.
• Strong written and verbal communication skills and organization are essential.

Responsibilities

• Provide sales support to Relationship Managers and drive pipeline accuracy.
• Deliver superior service by handling client needs, loans, deposits and fees.
• Assist in general loan processing and ensure compliance with regulations.

Skills

Communication skills

Organizational skills

CCS training

Microsoft Office

Education

High School diploma or equivalent

Associate’s degree in related field

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Sales and Service Support specialist to assist Relationship Managers, Commercial Credit staff and Sales Leaders across Commercial client portfolios. You will help with pipeline accuracy, onboarding, and client communications, while ensuring CRM data is current and accurate.

The role emphasizes loan and deposit servicing, regulatory compliance, and collaboration with RM teams to grow portfolios across commercial segments.