Commercial Servicing Lead

About the role

The Commercial Servicing Officer Lead is a critical role on the Commercial Banking team, supporting the delivery of exceptional client experiences, ensuring regulatory compliance, and contributing to the growth and success of the commercial bank. This role collaborates with internal and external teams such as Treasury Management, deposit/loan operations, legal, and risk management to ensure a seamless service experience for Commercial Banking clients.

Responsibilities

• Responsible for the end-to-end service journey for a portfolio of Commercial Banking clients.
• Work with the Commercial Servicing team and key support partners to enhance overall service delivery, making process suggestions and modifications where appropriate.
• Provide direct support to a book of clients based on market needs.
• Respond to all service inquiries from clients, Relationship Managers, or other colleagues at the bank.
• Assist with guidance and troubleshooting treasury management products to support the client service experience.
• Maintain high levels of quality, leveraging controls and procedures for commercial banking services, including loan and deposit services.
• Comply with all policies and procedures related to client service activities, reinforcing processes and controls to ensure compliance.
• Apply the know-your-customer (KYC) process for Commercial Banking, including collaboration with Enterprise Risk to ensure compliance with BSA/AML requirements.
• Actively participate in onboarding and KYC activities for clients in the portfolio, including refreshes.
• Work with Relationship Managers to deliver the full complement of Commercial Banking services to clients.
• Reinforce a work environment centered on continuous improvement and service excellence.
• Exercise elevated authority limits above Commercial Servicing Officer to approve various transactions on behalf of clients.
• Manage the distribution of work to staff based on daily, weekly, and monthly report distributions.
• Actively participate in the education and training of Commercial Servicing Officer staff.
• Engage with high-touch VIP clients to provide support when needed.

Requirements

• Bachelor’s Degree (preferably in Finance, Business, or Economics); MBA or advanced degree preferred.
• 6+ years of experience in commercial banking, including credit analysis, risk management, and loan portfolio management.
• Proven track record in leadership roles within banking, preferably at a regional level.
• Ability to work independently as a motivated and self-directed leader capable of managing a team of professionals.

Skills

• Strong leadership and team management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in financial analysis and strategic planning.
• Ability to build and maintain relationships with clients and stakeholders.
• Proficient in MS 365 products.
• Expert knowledge of standard banking systems and CRM.
• Understanding of banking regulations and compliance standards.
• Familiarity with commercial loan products.

Pay

The salary range for this full-time position is $80,000.00 – $95,000.00 annually, plus bonus and benefits. Salary ranges are determined based on qualifications, level, and location.