Full-Time

Commercial Sales Support Leader II

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Charlotte, NC, USA

Category
Customer Success Management
Strategic Account Management
Sales & Account Management
Requirements
  • Bachelor's degree or equivalent education and related training
  • Eight years of experience in CCS role or equivalent job experience
  • Five years of supervisory or leadership experience in the Financial Services Industry
  • 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
Responsibilities
  • Train and lead a team of 10 or more Commercial Client Specialists (CCS), and Commercial Client Specialist Team Leaders if applicable
  • Act as head of administration for the region
  • Drive improved execution of sales processes and initiatives to optimize revenue production and growth
  • Ensure compliance with all Operational guidance and identify and escalate potential efficiencies for the Region
  • Manage Regional CCS-TL/CCS Team
Desired Qualifications
  • Ten years of experience in Commercial loan area or similar environment where loan documentation and/or credit transactions are handled
  • Proficient knowledge of Excel program and analytics
  • Working knowledge of Salesforce

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity