Commercial Client Specialist Team Lead

Truist•Iselin, NJ

1d•$80,550 - $142,480

About The Position

The Commercial Client Specialist Team Lead (CCS-TL) manages, leads, and trains at least ten Commercial Client Specialists as direct reports, while providing support to the CSSL and Regional Sales Leadership as needed. The role is primarily focused on management, but may also serve as a player/coach for regional coverage. CCS support spans all Commercial Community Bank segments, serving clients with annual sales of $2 million to $500 million. Use of this job must be pre-approved by the Regional President and the Commercial Community Bank. The CCS-TL oversees sales support activities, including helping Relationship Managers maintain accurate pipelines and CRM data, prepare for calls, onboard clients and accounts, coordinate client and prospect outreach, identify referral opportunities, and support portfolio growth. The team also assists with meetings, reporting, follow-up, and coordination with Relationship Managers and Integrated Relationship Management partners. The role oversees client service and general servicing support for commercial loans, deposits, and fee services such as Treasury. This includes account opening, documentation, report work, payment processing, fraud resolution, research, wire processing, account maintenance, portfolio data accuracy, and escalation of issues. The CCS-TL also oversees general loan support, including gathering and delivering information to internal loan teams, communicating with clients throughout the loan process, supporting regulatory compliance, collecting client information, researching issues, and clearing documentation exceptions. The team supports 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. In its leadership responsibilities, the CCS-TL leads regional projects or special tasks and works with the CSSL on hiring, training, performance management, goal setting, salary 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 interacting with 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 understand 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 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 where loan documentation and/or credit transactions are handled.
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 sales support for Relationship Managers, including pipeline accuracy, call preparation, Financial Insights orders, account opening and onboarding, client outreach, CRM accuracy, scheduling, prospect lists, and calendar assistance.
Oversee support for the sales process and portfolio growth by identifying referral opportunities, maintaining product and service knowledge, and coordinating with Relationship Managers and Integrated Relationship Management partners on client needs and opportunities.
Oversee banker-team reporting, meeting participation, follow-up, and internal communication.
Oversee delivery of client service, taking ownership of client needs, problems, and requests and ensuring timely, accurate resolution.
Oversee general servicing of commercial loans, deposits, and fee services, including forms and documentation, account opening, reports, payment processing, fraud resolution, research, wire processing, and account maintenance.
Oversee portfolio management support, including accurate client assignments and account data, monitoring reports, and escalating issues as needed.
Oversee general loan support, including providing information to internal loan areas, client communication, support through loan-process stages, regulatory compliance assistance, information collection, research, and clearing documentation exceptions.
Oversee support for problem-loan management and collections, including past-due report review, payment-posting monitoring, post-closing due diligence, contacting past-due clients, and alerting Relationship Managers to potential collection issues.
Lead regional projects or special tasks assigned by the CSSL or Regional Leadership.
Work with the CSSL on hiring, training, and other Human Systems requirements for direct reports, including goal setting, performance evaluation, salary recommendations, performance reviews, and disciplinary actions.

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
Potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division