Truist · 1 month ago
Association Services Commercial Specialist II
Sarasota, FL
Full-time
Onsite
Mid Level
3+ years expTruist Bank is seeking an Association Services Commercial Specialist II to provide an exceptional client experience to both external clients and internal business units. The role involves processing service requests, handling client inquiries, and ensuring adherence to bank policies while maintaining confidentiality and ethical standards.
BankingFinanceFinancial Services
Responsibilities
Process a high volume of service requests according to ASD procedures and processes (Ex. Open and close accounts, account maintenance, issue official checks, wire transfers, statement and lockbox research)
Provide support to the Association Services Relationship Sales Managers and management team
Handle a high volume of incoming and outgoing calls, e-mails and faxes. Assist in Switchboard when needed
Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis, foreign item processing, credit cards, inactivate letters, fraud, audit, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture)
Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires
Serve as a mentor to less experienced teammates
Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank’s complaint monitoring process
Ensure confidentiality of client information and minimize risk by following Bank’s authentication process, Code of Ethics and other related policies. Maintain ethical behavior at all times
Qualification
Required
High School diploma or equivalent
Three (3) years of client service and operational experience in financial industry
Strong verbal and written communication skills
Detailed-oriented with the ability to multi-task
Effective listening and problem-solving skills
Demonstrated proficiency in basic computer applications such as Microsoft Office, Word
Proven interpersonal relationship characteristics
Preferred
Associate's degree
Bilingual
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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