Business Connect Specialist I/II

Truist

Business Connect Specialist serving commercial banking clients for Truist, a purpose-driven financial services company. Handling service requests, onboarding, compliance, referrals, and specialist-team support.

Posted 8/14/2026full-timeCharlotte • Florida, North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding, service request management, and compliance activities within the financial services sector. Proven ability to build relationships, mentor team members, and adapt to technology enhancements to improve client experiences.

Highest-signal resume keywords

Client OnboardingTreasury OperationsCredit OperationsRelationship-BuildingCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Services ExperienceService Request ManagementCompliance ActivitiesKnow Your Customer ProceduresDue Diligence Procedures

Soft Skills

Attention to DetailMentoringTeam ManagementAdaptabilityProblem-Solving

Tools & Technologies

Digital SolutionsVirtual Delivery Environment

Industry Keywords

Commercial Community BankingBusiness Care TeamPerformance MetricsOperational RequirementsRisk Management

About the role

Key responsibilities & impact

Deliver Truist services to Commercial Community Bank clients through a virtual delivery environment
Serve as primary contact for service requests in partnership with the Business Care Team and support or operations teams
Address service needs and manage intake of requests using solution processes and partners
Maintain processing times and follow up to support the client experience
Initiate or execute client onboarding, including complex relationships or structures, product and solution setup, and compliance activities
Identify referral opportunities through service interactions and sales thought leadership
Participate in the Business Connect Squad and support exceptional client service
Partner with Business Connect Advisors, Integrated Relationship Management partners, operational partners, and support center teams
Escalate concerns promptly to the leader
Maintain subject matter expertise in onboarding and client request completion requirements, including Know Your Customer and due diligence procedures
Support Specialist teams with team management, mentoring, and meeting leadership as delegated or in the absence of a Specialist Team Lead
Adapt to technology enhancements and guide clients on new digital solutions
Mentor less experienced teammates and provide guidance or subject matter expertise
Comply with operational, risk, and learning requirements
Meet or exceed designated performance metrics

Requirements

What you’ll need

Two or more years of related financial services or business banking experience
Treasury operations and/or Credit operations experience
Ability to handle multiple tasks under tight time constraints
Demonstrated relationship-building skills with clients, teammates, and internal partners
Excellent communication skills and attention to detail
High School Diploma
Bachelor’s degree or equivalent experience preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year, prorated
10 sick days, prorated
Paid holidays
Potential eligibility for a defined benefit pension plan
Potential eligibility for restricted stock units
Potential eligibility for a deferred compensation plan