Senior Commercial Client Services Specialist

Gamma Phi Omega International; College Station (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Job summary

Truist Financial Corporation is seeking a Commercial Client Specialist II in College Station, TX. The role provides sales, service, and loan support to Relationship Managers and Commercial Credit staff for a broad portfolio, including onboarding deposits and Treasury services, maintaining client contact strategies, and ensuring data accuracy in CRM.

The position emphasizes client service, portfolio management, and compliance with banking regulations; requires strong communication, organizational

Qualifications

• High school diploma or equivalent education and related training.
• Five years of related experience, preferably within financial services.
• Two years of experience in a CCS role, or similar.
• Demonstrated ability to identify, analyze and resolve issues independently.
• Advanced knowledge of related systems and processes.
• Strong written and verbal communication skills.
• Good organizational skills.
• Ability to complete all core courses outlined in the CCS training curriculum.
• Proficiency in basic computer applications such as Microsoft Office.

Responsibilities

• Provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders.
• Support across Commercial Community Bank segments with clients up to $2-500MM in annual sales.
• Assist in onboarding deposits and Treasury services; maintain client contact strategies.
• Produce reports, pull data, and support portfolio management and problem loan resolution.
• Assist in loan processing, documentation, and regulatory compliance (e.g., Reg B, BSA/AML).
• Support collections activities and payment processing; research and resolve client issues.

Job description

Truist Financial Corporation is seeking a Commercial Client Specialist II in College Station, TX. The role provides sales, service, and loan support to Relationship Managers and Commercial Credit staff for a broad portfolio, including onboarding deposits and Treasury services, maintaining client contact strategies, and ensuring data accuracy in CRM.

The position emphasizes client service, portfolio management, and compliance with banking regulations; requires strong communication, organizational