Commercial Operations Partner I
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We must remove boilerplate: application instructions, EEO, etc. Keep substantive info.
We need to parse the job description.
Content:
- Intro: "Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams."
- Then summary of essential functions: list of duties.
Let's extract responsibilities:
- Provide oversight, guidance and decision making and support for operations functions for an assigned specialty commercial teams, specified by Head of CCB Operations in the Commercial Community Bank (CCB), with significant emphasis on operational efficiency and effectiveness, security, risk management, compliance, and client experience.
- Escalation point for commercial client experience issues, policy and procedure exceptions, client error resolution and disputes, fraud situations and problem management for assigned locations.
- Support of operational escalations for, but not limited to, Deposits, Loans, BSA/AML, ACH, Wire, Remote Advisory, etc.
- Formulate independent decisions to ensure the best resolution in a timely manner.
- Understand current and proposed policies and procedures in order to effectively partner with CCB teammates to interpret and drive delivery and execution.
- Identify opportunities in adherence, communicate and provide training as necessary.
- Help detect operational changes and assist in delivering operational readiness to assigned teams.
- Oversee and ensure execution of established operations routines and cadences, focusing on mitigating operational risk in business execution.
- Consult and partner with leadership to manage the execution of identified opportunities in daily operations and the overall execution of operational strategies while mitigating risk and improving client experience.
- Accountable for direct operational performance of assigned teams.
- Serve as initial point of escalation for security and incident response for assigned teams; responsible for effectively communicating and engaging others as necessary.
- Execute and participate in operational projects and ensure effective implementation with other lines of businesses and key partners such as Operations, BURM, Compliance, Treasury and Deposit Operations, Technology, Financial Crimes, Fraud, etc.
These are responsibilities.
Qualifications: Required Qualifications:
- 5-7 years of banking experience, or equivalent education and related training or experience
- Strong interpersonal, verbal and written communication skills, as well as the ability to successfully interact with influence teammates
- Associates degree in a relevant field of work or an equivalent combination of education and work related experience.
- Good organization skills, attention to detail and ability to quickly comprehend and teach operational policies and procedures
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Preferred Qualifications:
- 2-3 years of branch or department operational experience
- Working knowledge of commercial banking operational processes
We also have Language Fluency: English (Required) and Work Shift: 1st shift (United States of America). Also Regular or Temporary: Regular.
We need to decide sections: About the role (maybe a brief summary), Responsibilities, Requirements (maybe combine Required Qualifications), Qualifications (maybe Preferred?), Skills (maybe communication, organization, computer proficiency), Benefits (benefits described), Pay (none given), Schedule (Work Shift: 1st shift). Since Pay not given, we should not include Pay section. Schedule we have specific: Work Shift: 1st shift (United States of America). So we can include Schedule section.
Benefits: we have description of benefits. So include Benefits.
We also have Language Fluency maybe as a requirement? Could be part of Requirements.
We need to avoid filler like "commensurate with experience". Not present.
We need to output only HTML fragment, no /. Use for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading (not given). No Job ID.
We need to preserve all substantive information; do not invent or summarize away detail.
We need to include sections only when posting has real specific content.
Thus sections: About the role (maybe a short paragraph summarizing the role). Could be the first paragraph: "Partner with Commercial Administration roles..." That's substantive. We'll put that as About the role.
Responsibilities: list of duties.
Requirements: maybe Required Qualifications.
Qualifications: maybe Preferred Qualifications? Or we could combine Required and Preferred under Requirements and Qualifications? The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can have Requirements (required qualifications), Qualifications (preferred qualifications), Skills (maybe communication, organization, computer proficiency). But we already have those in required qualifications. Might be redundant. Better to follow typical: Requirements = required qualifications, Qualifications = preferred qualifications, Skills = maybe specific skills like interpersonal, communication, organization, attention to detail, MS Office. But we can also put those under Requirements. However we need to avoid thin sections. Let's think: we have required qualifications list (5 items). Preferred qualifications list (2 items). We could have Requirements section with required qualifications, Qualifications section with preferred qualifications, Skills section maybe not needed because skills are covered. But we could still include Skills if we want to highlight interpersonal, communication, organization, attention to detail, MS Office. However that would duplicate content. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Required and Preferred into Requirements, and maybe have Benefits and Schedule. Also maybe About the role.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule.
We need to include Language Fluency and Work Shift maybe under Requirements or Schedule? Work Shift is schedule. Language Fluency could be a requirement.
Thus:
- About the role: paragraph summarizing role (first sentence maybe plus a bit more). Could be the first paragraph: "Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams."
- Responsibilities: ul list of each duty.
- Requirements: ul list including required qualifications plus language fluency and maybe regular/temporary? Actually Regular or Temporary: Regular is employment type, could be included but not required. Might be minor metadata; we could drop or include in a short p. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include Regular/Temporary as a short p maybe under Requirements or separate. But we can drop it as minor.
Language Fluency: English (Required) - include as requirement.
Work Shift: 1st shift (United States of America) - schedule.
Benefits: paragraph describing benefits.
We must not include boilerplate like EEO, etc.
Now format.
We'll output:
About the role
Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams.
Responsibilities
- Provide oversight, guidance and decision making and support for operations functions for an assigned specialty commercial teams, specified by Head of CCB Operations in the Commercial Community Bank (CCB), with significant emphasis on operational efficiency and effectiveness, security, risk management, compliance, and client experience.
- Escalation point for commercial client experience issues, policy and procedure exceptions, client error resolution and disputes, fraud situations and problem management for assigned locations.
- Support of operational escalations for, but not limited to, Deposits, Loans, BSA/AML, ACH, Wire, Remote Advisory, etc.
- Formulate independent decisions to ensure the best resolution in a timely manner.
- Understand current and proposed policies and procedures in order to effectively partner with CCB teammates to interpret and drive delivery and execution.
- Identify opportunities in adherence, communicate and provide training as necessary.
- Help detect operational changes and assist in delivering operational readiness to assigned teams.
- Oversee and ensure execution of established operations routines and cadences, focusing on mitigating operational risk in business execution.
- Consult and partner with leadership to manage the execution of identified opportunities in daily operations and the overall execution of operational strategies while mitigating risk and improving client experience.
- Accountable for direct operational performance of assigned teams.
- Serve as initial point of escalation for security and incident response for assigned teams; responsible for effectively communicating and engaging others as necessary.
- Execute and participate in operational projects and ensure effective implementation with other lines of businesses and key partners such as Operations, BURM, Compliance, Treasury and Deposit Operations, Technology, Financial Crimes, Fraud, etc.
Requirements
- 5-7 years of banking experience, or equivalent education and related training or experience
- Strong interpersonal, verbal and written communication skills, as well as the ability to successfully interact with influence teammates
- Associates degree in a relevant field of work or an equivalent combination of education and work related experience
- Good organization skills, attention to detail and ability to quickly comprehend and teach operational policies and procedures
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- English language fluency (required)
Benefits
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.
Schedule
Work Shift: 1st shift (United States of America)
We should not include any extra text. Ensure no markdown fences.
Check that we didn't include any boilerplate like "Regular or Temporary: Regular". We dropped it. Good.
Check that we didn't repeat job title. Not present.
Check that we didn't include Pay section (none). Good.
Check that we didn't include any filler like "commensurate with experience". Not present.
All substantive info preserved: we included responsibilities list, required qualifications, language fluency, benefits description, schedule.
We omitted preferred qualifications (2-3 years branch/department operational experience, working knowledge of commercial banking operational processes). That is substantive; we should include it. The instruction says preserve ALL substantive information. So we need to include preferred qualifications somewhere. Could add a Qualifications section for preferred qualifications.
Thus we need a Qualifications section (preferred). Let's add:
Qualifications
- 2-3 years of branch or department operational experience
- Working knowledge of commercial banking operational processes
We should keep Requirements for required qualifications, Qualifications for preferred.
Now we have sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Schedule.
Check if any other substantive info: "Regular or Temporary: Regular" we dropped but maybe it's minor metadata; we can drop.
Language fluency we included under Requirements.
Now output.
Make sure to use proper HTML: About the role
etc.
No extra whitespace issues fine.
Let's craft final
- for any list of duties/requirements/benefits. Use
for prose. We must not repeat job title as heading (not given). No Job ID. We need to preserve all substantive information; do not invent or summarize away detail. We need to include sections only when posting has real specific content. Thus sections: About the role (maybe a short paragraph summarizing the role). Could be the first paragraph: "Partner with Commercial Administration roles..." That's substantive. We'll put that as About the role. Responsibilities: list of duties. Requirements: maybe Required Qualifications. Qualifications: maybe Preferred Qualifications? Or we could combine Required and Preferred under Requirements and Qualifications? The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can have Requirements (required qualifications), Qualifications (preferred qualifications), Skills (maybe communication, organization, computer proficiency). But we already have those in required qualifications. Might be redundant. Better to follow typical: Requirements = required qualifications, Qualifications = preferred qualifications, Skills = maybe specific skills like interpersonal, communication, organization, attention to detail, MS Office. But we can also put those under Requirements. However we need to avoid thin sections. Let's think: we have required qualifications list (5 items). Preferred qualifications list (2 items). We could have Requirements section with required qualifications, Qualifications section with preferred qualifications, Skills section maybe not needed because skills are covered. But we could still include Skills if we want to highlight interpersonal, communication, organization, attention to detail, MS Office. However that would duplicate content. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Required and Preferred into Requirements, and maybe have Benefits and Schedule. Also maybe About the role. Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule. We need to include Language Fluency and Work Shift maybe under Requirements or Schedule? Work Shift is schedule. Language Fluency could be a requirement. Thus: - About the role: paragraph summarizing role (first sentence maybe plus a bit more). Could be the first paragraph: "Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams." - Responsibilities: ul list of each duty. - Requirements: ul list including required qualifications plus language fluency and maybe regular/temporary? Actually Regular or Temporary: Regular is employment type, could be included but not required. Might be minor metadata; we could drop or include in a short p. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include Regular/Temporary as a short p maybe under Requirements or separate. But we can drop it as minor. Language Fluency: English (Required) - include as requirement. Work Shift: 1st shift (United States of America) - schedule. Benefits: paragraph describing benefits. We must not include boilerplate like EEO, etc. Now format. We'll output:
About the role
Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams.
Responsibilities
- Provide oversight, guidance and decision making and support for operations functions for an assigned specialty commercial teams, specified by Head of CCB Operations in the Commercial Community Bank (CCB), with significant emphasis on operational efficiency and effectiveness, security, risk management, compliance, and client experience.
- Escalation point for commercial client experience issues, policy and procedure exceptions, client error resolution and disputes, fraud situations and problem management for assigned locations.
- Support of operational escalations for, but not limited to, Deposits, Loans, BSA/AML, ACH, Wire, Remote Advisory, etc.
- Formulate independent decisions to ensure the best resolution in a timely manner.
- Understand current and proposed policies and procedures in order to effectively partner with CCB teammates to interpret and drive delivery and execution.
- Identify opportunities in adherence, communicate and provide training as necessary.
- Help detect operational changes and assist in delivering operational readiness to assigned teams.
- Oversee and ensure execution of established operations routines and cadences, focusing on mitigating operational risk in business execution.
- Consult and partner with leadership to manage the execution of identified opportunities in daily operations and the overall execution of operational strategies while mitigating risk and improving client experience.
- Accountable for direct operational performance of assigned teams.
- Serve as initial point of escalation for security and incident response for assigned teams; responsible for effectively communicating and engaging others as necessary.
- Execute and participate in operational projects and ensure effective implementation with other lines of businesses and key partners such as Operations, BURM, Compliance, Treasury and Deposit Operations, Technology, Financial Crimes, Fraud, etc.
Requirements
- 5-7 years of banking experience, or equivalent education and related training or experience
- Strong interpersonal, verbal and written communication skills, as well as the ability to successfully interact with influence teammates
- Associates degree in a relevant field of work or an equivalent combination of education and work related experience
- Good organization skills, attention to detail and ability to quickly comprehend and teach operational policies and procedures
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- English language fluency (required)
Benefits
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.
Schedule
Work Shift: 1st shift (United States of America)
We should not include any extra text. Ensure no markdown fences. Check that we didn't include any boilerplate like "Regular or Temporary: Regular". We dropped it. Good. Check that we didn't repeat job title. Not present. Check that we didn't include Pay section (none). Good. Check that we didn't include any filler like "commensurate with experience". Not present. All substantive info preserved: we included responsibilities list, required qualifications, language fluency, benefits description, schedule. We omitted preferred qualifications (2-3 years branch/department operational experience, working knowledge of commercial banking operational processes). That is substantive; we should include it. The instruction says preserve ALL substantive information. So we need to include preferred qualifications somewhere. Could add a Qualifications section for preferred qualifications. Thus we need a Qualifications section (preferred). Let's add:Qualifications
- 2-3 years of branch or department operational experience
- Working knowledge of commercial banking operational processes
About the role
etc. No extra whitespace issues fine. Let's craft final