Commercial Operations Partner I
Truist · Tampa, FL · 1 mo ago
ConsultingFull-time
We need to output HTML fragment with sections: About the role? The posting includes description of role, responsibilities, qualifications, benefits. We need headings: for each section: About the role (maybe not needed if we have description?), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes responsibilities (list of duties). It includes Required Qualifications and Preferred Qualifications (these could be under Requirements or Qualifications). It includes Benefits description. No explicit Pay or Schedule info besides Work Shift: 1st shift (United States of America) and Regular or Temporary: Regular. That's schedule info? It says Work Shift: 1st shift. That's schedule info. So we can include a Schedule section with that. No explicit Pay info, so we should not create Pay section. Benefits we have. Skills maybe not explicit separate; we could combine skills within qualifications. But we could still include Skills if there is content: they mention interpersonal, verbal/written communication, organization, attention to detail, ability to comprehend and teach, proficiency in MS Office. Those are skills. Could put under Skills. But we must not create thin sections; better to combine into Qualifications or Responsibilities. The instruction: Prefer a few substantive sections over many thin ones. So we could have sections: About the role (summary paragraph), Responsibilities (ul), Qualifications (ul combining required and preferred), Benefits (ul), Schedule (p). Avoid duplicate headings.
We must not repeat job title as heading. No Job ID etc.
We must remove boilerplate: application instructions, EEO, etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)"? Actually Work Shift is schedule info, we keep that. Language fluency maybe a requirement; could be included in Qualifications. Regular or Temporary maybe not needed.
We need to preserve all substantive information. So include language fluency English required. Also mention Regular (employment type). Could be part of About the role or Schedule? Probably include in About the role paragraph.
Let's extract substantive content:
- 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.
- 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.
Qualifications:
Required:
- 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:
- 2-3 years of branch or department operational experience
- Working knowledge of commercial banking operational processes
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Regular or Temporary: Regular
Benefits:
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
- No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year, along with 10 sick days (also prorated), and paid holidays.
- Depending on position/division, may also be eligible for defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
- 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 division.
We need to format as HTML.
We'll have:
.
We need to capture all the duties enumerated after "Following is a summary of the essential functions for this job." We'll list them.
Let's extract each bullet:
- 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.
Also the first sentence about partnering with Commercial Administration etc could be included as a responsibility too, but we already used it in About the role. To avoid duplication, we could keep it in About the role and not repeat. That's fine.
Now Qualifications: combine required and preferred maybe as two sublists or just one list with headings? We could have
for each section: About the role (maybe not needed if we have description?), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes responsibilities (list of duties). It includes Required Qualifications and Preferred Qualifications (these could be under Requirements or Qualifications). It includes Benefits description. No explicit Pay or Schedule info besides Work Shift: 1st shift (United States of America) and Regular or Temporary: Regular. That's schedule info? It says Work Shift: 1st shift. That's schedule info. So we can include a Schedule section with that. No explicit Pay info, so we should not create Pay section. Benefits we have. Skills maybe not explicit separate; we could combine skills within qualifications. But we could still include Skills if there is content: they mention interpersonal, verbal/written communication, organization, attention to detail, ability to comprehend and teach, proficiency in MS Office. Those are skills. Could put under Skills. But we must not create thin sections; better to combine into Qualifications or Responsibilities. The instruction: Prefer a few substantive sections over many thin ones. So we could have sections: About the role (summary paragraph), Responsibilities (ul), Qualifications (ul combining required and preferred), Benefits (ul), Schedule (p). Avoid duplicate headings.
We must not repeat job title as heading. No Job ID etc.
We must remove boilerplate: application instructions, EEO, etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)"? Actually Work Shift is schedule info, we keep that. Language fluency maybe a requirement; could be included in Qualifications. Regular or Temporary maybe not needed.
We need to preserve all substantive information. So include language fluency English required. Also mention Regular (employment type). Could be part of About the role or Schedule? Probably include in About the role paragraph.
Let's extract substantive content:
- 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.
- 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.
Qualifications:
Required:
- 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:
- 2-3 years of branch or department operational experience
- Working knowledge of commercial banking operational processes
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Regular or Temporary: Regular
Benefits:
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
- No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year, along with 10 sick days (also prorated), and paid holidays.
- Depending on position/division, may also be eligible for defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
- 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 division.
We need to format as HTML.
We'll have:
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. ... maybe combine first sentence? Actually the first sentence is part of responsibilities. Could put in About the role a brief summary: The role partners with ... to drive operational effectiveness etc. But we must preserve all info; we can't omit details. Better to put the overview paragraph as About the role, then Responsibilities as a list of specific duties. However the overview paragraph already contains some of the responsibilities; we risk duplication. But we can keep the overview as a short summary and then list detailed responsibilities. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we cannot omit any detail; we can rephrase but must keep all info. If we put some info in About the role and also in Responsibilities, that's duplication but still preserving. Duplication is allowed? It says remove duplicated lines. So we should avoid duplicating the same exact lines. But we can rephrase to avoid duplication while preserving meaning. However it's safer to put all duties in Responsibilities list and not have About the role separate, or have About the role be a brief high-level summary that doesn't repeat specifics. But we need to preserve all specifics; they'd be in Responsibilities list. So About the role can be a short paragraph describing the role's purpose without repeating each bullet. That's okay as long as we don't lose any specifics; they are captured elsewhere. Thus: About the role: This position partners with Commercial Administration, Relationship Managers, Commercial Client Specialist Teams, and Sales Leaders to drive operational effectiveness, ensure policy compliance, mitigate risk, and enhance client experience across assigned CCB teams. That captures the first sentence but not all details; details are in Responsibilities. Now Responsibilities list: each bullet as
Qualifications
thenRequired:
- ...
Preferred:
- ...
About the role
This position partners 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 team, as specified by the 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.
- Serve as the 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 operational escalations for areas including, but not limited to, Deposits, Loans, BSA/AML, ACH, Wire, and Remote Advisory.
- Formulate independent decisions to ensure the best resolution in a timely manner.
- Understand current and proposed policies and procedures to effectively partner with CCB teammates to interpret and drive delivery and execution.
- Identify opportunities for 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 the direct operational performance of assigned teams.
- Serve as the 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 business and key partners such as