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Truist Commercial Client Specialist Team Leader United States, North Carolina, Wilmington 781608486
05.05.2024
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Manage, lead and train a minimum of ten Commercial Client Specialists (CCS) as direct reports, and provide support to the CSSL and Regional Sales Leadership as needed. CCS-TL is primarily a management role, but can be utilized as a player/coach as needed for regional coverage. CCS Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales. *Note: Use of this job must be pre-approved by the Regional President and the Commercial Community Bank.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Sales Support
CCS-TL will oversee CCSs in the completion and management of the below items:
* Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
* Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
* Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Sales Support
CCS-TL will oversee CCSs in the completion and management of the below items:
* Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
* Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
* Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
2. Service Support
CCS-TL will oversee CCSs in the completion and management of the below items:
* Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
* Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
* Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
3. Loan Support
CCS-TL will oversee CCSs in the completion and management of the below items:
* Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
* Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
4. Leadership
* Lead region projects or take on special tasks assigned by CSSL or Regional Leadership as needed
* Work with CSSL to complete hiring, training and meeting other Human Systems requirements for CCS direct reports, including but not limited to setting goals and objectives, evaluating performance, recommending salary adjustments, completing Performance Reviews, disciplinary actions, etc.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High School diploma, or equivalent education and related training
2. Three years of experience in CCS role or equivalent job experience
3. Very good communication skills, both written and verbal, in relating to internal and external clients and contacts
4. Very good organizational skills
5. Ability to complete all core courses outlined in the CCS training curriculum
6. Possess working product knowledge of bank services and Financial Services Industry
7. Possess math aptitude with ability to grasp general accounting and financial concepts
8. Demonstrated ability to identify, analyze and resolve technical problems independently, related to the Bank's automated loan and deposit systems as well as collateral and other documentation situations
9. Possess an aptitude for supervisory responsibility and leadership
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
11. Possess working knowledge of excel and/or reporting applications
CCS-TL will oversee CCSs in the completion and management of the below items:
* Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
* Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
* Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
3. Loan Support
CCS-TL will oversee CCSs in the completion and management of the below items:
* Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
* Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
4. Leadership
* Lead region projects or take on special tasks assigned by CSSL or Regional Leadership as needed
* Work with CSSL to complete hiring, training and meeting other Human Systems requirements for CCS direct reports, including but not limited to setting goals and objectives, evaluating performance, recommending salary adjustments, completing Performance Reviews, disciplinary actions, etc.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High School diploma, or equivalent education and related training
2. Three years of experience in CCS role or equivalent job experience
3. Very good communication skills, both written and verbal, in relating to internal and external clients and contacts
4. Very good organizational skills
5. Ability to complete all core courses outlined in the CCS training curriculum
6. Possess working product knowledge of bank services and Financial Services Industry
7. Possess math aptitude with ability to grasp general accounting and financial concepts
8. Demonstrated ability to identify, analyze and resolve technical problems independently, related to the Bank's automated loan and deposit systems as well as collateral and other documentation situations
9. Possess an aptitude for supervisory responsibility and leadership
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
11. Possess working knowledge of excel and/or reporting applications
Preferred Qualifications:
1. Bachelor's degree or equivalent education and related training
2. Two years of experience in a leadership role
3. Prior experience in a Commercial loan or similar environment where loan documentation and/or credit transactions are handled
4. Strong working knowledge of Commercial operations or equivalent experience
1. Bachelor's degree or equivalent education and related training
2. Two years of experience in a leadership role
3. Prior experience in a Commercial loan or similar environment where loan documentation and/or credit transactions are handled
4. Strong working knowledge of Commercial operations or equivalent experience
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