Commercial Client Specialist II
On-site · Huntington, West Virginia, United States
Job Summary
Commercial Client Specialist II provides sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios across Commercial Community Bank segments. Responsibilities include assisting with pipeline accuracy and call preparation, onboarding deposits and Treasury processes, maintaining current CRM data, identifying referral opportunities, coordinating with Relationship Managers and Integrated Relationship Management partners, and supporting loan servicing, portfolio management, and regulatory compliance (Reg B, BSA/AML). Strong emphasis on client service, data reporting, and cross-functional collaboration; requires proficiency in Microsoft Office and excellent communication and organizational skills.
Required 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
- Good communication skills, both written and verbal, in relating to internal and external clients and contacts
- Good organizational skills
- Ability to complete all core courses outlined in the CCS training curriculum
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
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