Commercial Sales Support Leader II

1 day ago

Charlotte, United States Truist Full time

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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:

Train and lead a team of 10 or more Commercial Client Specialists (CCS), and Commercial Client Specialist Team Leaders if applicable. CSSL is responsible for leadership of the entire CCS regional team. The team will provide loan support, service support and sales support to Relationship Managers and Sales Leaders within a region. Level II will be responsible for driving execution of sales processes and revenue generation in conjunction with Regional President. This position will report directly to the Regional President as part of the Regional Leadership Team.
NOTE: Level II must be approved by Head of Commercial Community Banking

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.

Act as head of administration for the region:

1. Work with RP to integrate retail and product partners through effective alignment with RMs, adequate education, identification of opportunities for improvement and working with leadership to create enhancements

2. Drive integration of Truist region into the local Communities through investment and participation with targeted organizations

3. Act as regional contact for campaign & tracking initiatives utilizing all available systems and applications

4. Assist in Regional Commercial Reporting review for accuracy & trends including pipeline, activity and portfolio 5. Act as regional contact for special projects, clean-up efforts or initiatives

6. Assist the Regional President and keep them informed of the overall team performance and needs

7. Assist in Teammate Onboarding, Intern and New Hire Training facilitation for the Commercial Team

Drive improved execution of sales processes and initiatives to optimize revenue production and growth:
1. Drive effective execution of Strategic Advisory Playbook and ensure it is embedded in the foundation of the region and at the core of how the region functions in terms of effectively managing client and prospect relationships
2. Provide regional sales & developmental support for the Commercial Team, including training and product knowledge
3. Drive Regional sales lead optimization and distribution to commercial team
4. Champion IRM through training, communication and sales gap identification
5. Act as Salesforce Champion ensuring adoption, appropriate usage and adequate training
6. Identify best practices & ideas and promote throughout the region to increase regional revenue generation

Ensure compliance with all Operational guidance and identify and escalate potential efficiencies for the Region:
1. Ensure that the region is in compliance with all regulatory and compliance guidance and that region adheres to all applicable policies and procedures. Provide coaching and training as needed.
2. Manage complex issues & escalations for the loan departments, Loan Services, appraisal and environmental Issues, loan document exceptions; developing line of business contacts
3. Manage complex operational, treasury & deposit issues, working with the line of business
4. Proactively identify Commercial team process efficiencies, escalate for improvement across regions & train on them
5. Work with Credit Team Leader on regional loan topics to drive execution

Manage Regional CCS-TL/CCS Team:
1. Manage, hire, train and coach CCS Team & all CCS-TLs
2. Develop consistency in skill sets and elevate expectations of the CCS role around Sales, Service and Loan Support
3. Manage CCS coverage support of Commercial team for the Region
4. Provide General Leadership and Change Management support for entire CCS team

Required Skills and Competencies:
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. Bachelor's degree or equivalent education and related training
2. Eight years of experience in CCS role or equivalent job experience
3. Five years of supervisory or leadership experience in the Financial Services Industry
4. Very good communication skills, both written and verbal, in relating to internal and external clients and contacts
5. Very good organizational skills Possess working product knowledge of commercial and general bank services
6. Strong interpersonal, diplomacy and sales support skills
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 loan and deposit systems as well as collateral and other documentation situations
9. Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
11. Ability to travel, occasionally overnight

Desired Skills:
1. Ten years of experience in Commercial loan area or similar environment where loan documentation and/or credit transactions are handled
2. 3. Proficient knowledge of Excel program and analytics Truist reporting Working knowledge of Salesforce

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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