[Hiring] Commercial Client Specialist Team Lead @Truist

Role Description

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 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.
• 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.

Qualifications

• High School diploma, or equivalent education and related training.
• Three years of experience in CCS role or equivalent job experience.
• Very good communication skills, both written and verbal, in relating to internal and external clients and contacts.
• Very good organizational skills.
• Ability to complete all core courses outlined in the CCS training curriculum.
• Possess working product knowledge of bank services and Financial Services Industry.
• Possess math aptitude with ability to grasp general accounting and financial concepts.
• 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.
• Possess an aptitude for supervisory responsibility and leadership.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Possess working knowledge of excel and/or reporting applications.

Requirements

• Assist Relationship Managers 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.
• 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.
• 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.
• Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data.
• 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.
• 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.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
• Tax-preferred savings accounts, and a 401k plan.
• No less than 10 days of vacation during the first year of employment.
• 10 sick days and paid holidays.
• Additional incentive pay is available for this position.
• Eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may apply.

Company Description

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.