Commercial Client Support Specialist II - Banking & Loans

Truist; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist is seeking individuals for a position that involves providing sales and service support to Relationship Managers managing Commercial client portfolios ranging from $2-500MM in annual sales. The role requires a high school diploma or equivalent, alongside five years of related experience within financial services.

This job emphasizes client service excellence and the ability to resolve issues independently, as well as strong communication and organizational skills. Job location is in Tampa, Florida.

Qualifications

• Five years of related experience, preferably within financial services.
• Advanced knowledge of related systems and processes.
• Demonstrated ability to identify, analyze and resolve issues independently.

Responsibilities

• Provide sales support to Relationship Managers, including pipeline accuracy and client contact strategy.
• Deliver superior client service to Commercial Community Bank clients.
• Assist Relationship Managers with loan support and compliance with regulations.

Skills

Client service

Communication skills

Organizational skills

Problem-solving

Education

High School diploma or equivalent

Associate’s degree in a related field

Tools

Microsoft Office

Reporting applications

Job description

Truist is seeking individuals for a position that involves providing sales and service support to Relationship Managers managing Commercial client portfolios ranging from $2-500MM in annual sales. The role requires a high school diploma or equivalent, alongside five years of related experience within financial services.

This job emphasizes client service excellence and the ability to resolve issues independently, as well as strong communication and organizational skills. Job location is in Tampa, Florida.