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Commercial Banking Support Specialist (CCS) - Relationship Manager Support

Truist
onsite

About this role

About the Role Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales. What You'll Do

  • Provide sales support to Relationship Managers, including pipeline accuracy, call preparation, onboarding deposits, Treasury onboarding, and proactive client communications; maintain current CRM data and schedule appointments as needed.
  • Support the sales process and portfolio growth by recognizing referrals, maintaining product knowledge, and partnering with RM and IRM teams to identify client needs and follow up as opportunities progress.

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