Commercial Client Specialist Team Lead

Truist Bank • Iselin, NJ

10d

About The Position

The Commercial Client Specialist Team Lead (CCS-TL) manages, leads, and trains a minimum of ten Commercial Client Specialists as direct reports, and supports the CSSL and Regional Sales Leadership as needed. The role is primarily management-focused, but may provide player/coach coverage for the region when needed. CCS support serves all Commercial Community Bank segments, including clients with $2–500 million in annual sales. Use of this role must be pre-approved by the Regional President and the Commercial Community Bank.

The team lead oversees sales, service, and loan support activities performed by CCSs. These include supporting Relationship Managers with pipeline management, client contact, account onboarding, portfolio maintenance, loan processes, reporting, and client issue resolution. The role also leads regional projects and works with the CSSL on hiring, training, performance management, and other requirements 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 relating to internal and external clients and contacts.
• Very good organizational skills.
• Ability to complete all core courses outlined 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 handling 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, and provide regional player/coach coverage when required.
• 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 contact, and accurate CRM data.
• Oversee additional sales support such as scheduling appointments, creating prospect lists, and providing calendar assistance.
• Support sales processes and portfolio growth by identifying referral opportunities and partnering with Relationship Managers and IRM partners on potential client needs.
• Ensure CCSs maintain working knowledge of products and services and follow up with partner areas as opportunities progress.
• Support banker teams by pulling reports and data, participating in meetings, completing follow-up, and communicating clearly.
• Oversee delivery of superior client service, including taking ownership of client needs and ensuring timely, accurate resolution of problems and requests.
• Oversee general servicing support for commercial loans, deposits, and fee services, including forms and documentation, account opening, reports, payments, fraud resolution, research, wire processing, and account maintenance.
• Assist Relationship Managers with portfolio management, accurate client assignments and account data, and monitoring and escalation of reporting.
• Oversee general loan support, including delivering information to internal loan areas, communicating with clients, supporting loan-process stages, collecting information, following up, researching, and clearing loan documentation exceptions.
• Assist Relationship Managers with compliance with regulations such as Reg B and BSA/AML.
• Support problem-loan management and collections by 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 during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
• Additional incentive pay

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED