Commercial Client Specialist Team Lead
About The Position
The Commercial Client Specialist Team Lead manages, leads, and trains at least ten Commercial Client Specialists as direct reports, and provides support to the CSSL and Regional Sales Leadership as needed. The role is primarily management-focused but may serve as a player/coach for regional coverage. CCS support covers all Commercial Community Bank segments, serving clients with $2–500 million in annual sales. Use of this job must be pre-approved by the Regional President and the Commercial Community Bank. The Team Lead oversees Commercial Client Specialists’ sales, service, and loan support activities. This includes helping Relationship Managers with sales support and client contact strategies, recognizing referral opportunities, supporting portfolio growth, resolving client service needs, assisting with loan processes and compliance, and monitoring portfolio and collection matters. The role also leads regional projects and special assignments and works with the CSSL on hiring, training, performance management, goal setting, salary adjustment recommendations, performance reviews, and disciplinary actions for direct reports.
Requirements
- High school diploma, or equivalent education and related training.
- Three years of experience in a CCS role or equivalent job experience.
- Very good written and verbal communication skills for working with internal and external clients and contacts.
- Very good organizational skills.
- Ability to complete all core courses in the CCS training curriculum.
- Working product knowledge of bank services and the financial services industry.
- Math aptitude and ability to grasp general accounting and financial concepts.
- Demonstrated ability to independently identify, analyze, and resolve technical problems involving the Bank’s automated loan and deposit systems, collateral, and other documentation situations.
- Aptitude for supervisory responsibility and leadership.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Working knowledge of Excel and/or reporting applications.
Nice To Haves
- Bachelor’s degree or equivalent education and related training.
- Two years of experience in a leadership role.
- Prior experience in a commercial loan or similar environment involving loan documentation and/or credit transactions.
- Strong working knowledge of Commercial operations or equivalent experience.
Responsibilities
- Manage, lead, and train a minimum of ten Commercial Client Specialists as direct reports; provide support to the CSSL and Regional Sales Leadership as needed.
- Oversee CCS sales support for Relationship Managers, including pipeline accuracy, call preparation, Financial Insights orders, deposit account opening and onboarding, Treasury onboarding, client and prospect follow-up, CRM accuracy, appointment scheduling, prospect lists, and calendar assistance.
- Support the sales process and portfolio growth by identifying referral opportunities, maintaining product and service knowledge, and partnering with Relationship Managers and IRM partners to address client needs and track opportunities.
- Support banker teams by obtaining reports and data, participating in meetings, completing follow-up, and communicating clearly within the team.
- Oversee client service support, taking ownership of Commercial Community Bank client needs, problems, and requests and ensuring timely, accurate resolution.
- Oversee general servicing of Commercial loans, deposits, and fee services, including completing forms and documentation, account opening, working reports, processing payments, fraud resolution, research, wire processing, and account maintenance.
- Oversee portfolio management support, ensuring accurate client assignments and account data, monitoring reports, and escalating issues as needed.
- Oversee loan support, including providing information to internal loan areas, communicating with clients, assisting with loan-process stages, supporting compliance with regulations such as Reg B and BSA/AML, collecting information, following up, researching, and clearing documentation exceptions.
- Oversee support for problem-loan management and collection activities, including reviewing past-due reports, monitoring payment postings and post-closing due diligence, contacting past-due clients, and alerting Relationship Managers to potential collection issues.
- Lead regional projects or complete special tasks assigned by the CSSL or Regional Leadership.
- Work with the CSSL on hiring, training, goals and objectives, performance evaluations, salary adjustment recommendations, performance reviews, disciplinary actions, and other Human Systems requirements for CCS direct reports.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation in the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
