Truist · 2 months ago
Commercial Sales Support Leader II
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expTruist is a financial services company seeking a Commercial Sales Support Leader II. This role involves training and leading a team of Commercial Client Specialists, driving sales processes and revenue generation, and ensuring compliance with operational guidelines.
BankingFinanceFinancial Services
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: 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: 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
Provide regional sales & developmental support for the Commercial Team, including training and product knowledge
Drive 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
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: 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 Credit Team 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
Qualification
Required
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
Preferred
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 Truist reporting
Working knowledge of Salesforce
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
Company data provided by crunchbase