Truist Commercial Sale Support Leader - Baltimore, MD in Baltimore, Maryland
Req ID: R0044974
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Regular or Temporary:
Language Fluency: English (Required)
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. This position will report directly to the Regional President as part of the Regional Leadership Team.
Essential Duties and Responsibilities:
Act as head of administration for the region
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
Drive integration of Truist region into the local Communities through investment and participation with targeted organizations
Act as regional contact for campaign & tracking initiatives utilizing all available systems and applications
Assist in Regional Commercial Reporting review for accuracy & trends including pipeline, activity and portfolio
Act as regional contact for special projects, clean-up efforts or initiatives
Assist the Regional President and keep them informed of the overall team performance and needs
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
Ensure Strategic Advisory Playbook 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.
Provide regional sales & developmental support for the Commercial Team, including training and product knowledge
Assist in Regional sales lead optimization and distribution to commercial team
Champion IRM through training, communication and sales gap identification
Act as Salesforce Champion ensuring adoption, appropriate usage and adequate training
Assist in identifying best practices & ideas and promoting throughout the region to increase regional revenue generation
Ensure compliance with all Operational guidance and identify and escalate potential efficiencies for the Region
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.
Manage complex issues & escalations for the loan departments, Loan Services, appraisal and environmental Issues, loan document exceptions; developing line of business contacts
Manage complex operational, treasury & deposit issues, working with the line of business
Proactively identify Commercial team process efficiencies, escalate for improvement across regions & train on them
Work with Commercial Credit Leader on regional loan topics to drive execution
Manage Regional CCS-TL/CCS Team
Manage, hire, train and coach CCS Team & all CCS-TLs
Develop consistency in skill sets and elevate expectations of the CCS role around Sales, Service and Loan Support
Manage CCS coverage support of Commercial team for the Region
Provide General Leadership and Change Management support for entire CCS team
Required Skills and Competencies:
Bachelor's degree or equivalent education and related training Eight 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 Possess working product knowledge of commercial and general bank services Strong interpersonal, diplomacy and sales support skills 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 loan and deposit systems as well as collateral and other documentation situations Demonstrate ability to provide leadership and to handle multiple priorities under time constraints Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Ability to travel, occasionally overnight
Eight years of experience in Commercial loan area or similar environment where loan documentation and/or credit transactions are handled Five years of supervisory or leadership experience in the Financial Services Industry Proficient knowledge of Excel program and analytics reporting Working knowledge of Salesforce
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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