Senior Commercial Client Relationships Specialist

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

This is a hybrid role working 3 days in the office, with the option of 2 days remote post-training. The role will be supporting our Commercial Sales team and be based out of Hunt Valley, MD.

Training travel may be required. Additional travel required up to 1-2 days per month.

This senior role supports the Commercial Sales Team by performing a wide variety of advanced tasks to ensure a seamless client experience, with the objective of building and maintaining a comprehensive client relationship. Requires superior organizational skills, attention to detail, and the ability to manage multiple high-priority tasks independently in a fast-paced environment. This role also demands a high level of discretion and confidentiality.

• Lead the development of proposals, pitchbooks, and other sophisticated marketing materials for client presentations and business development efforts.
• Coordinate and oversee internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively and efficiently.
• Facilitate complex customer on-boarding and commercial deposit account opening processes.
• Provide exceptional client service by responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes with a high degree of accuracy and compliance with financial regulations.
• Support sponsor ships and contributions for community events, ensuring compliance with financial institution policies.
• Develop, implement, and maintain office-specific procedures and policies to ensure efficient operations and compliance with organizational standards.
• Assist with printing, scanning, and document processing as needed for internal and client-related projects.
• Lead the planning and coordination of internal events and community connectivity activities, including logistics, invitations, and vendor arrangements.
• Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing.
• Provide mentorship and training to junior team members, fostering a collaborative and supportive team environment.
• Act as a liaison between the Commercial Sales Team and other departments to streamline processes and improve communication.
• Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate.

High School Diploma or equivalent. Specialty: general studies. (Required)

Bachelor's Degree or the equivalent experience. Specialty: business or related field. (Preferred)

5 or more years administration in a financial institution or sales environment. (Required)

7 or more years commercial bank sales support or similar senior role. (Preferred)

• Superior communication and interpersonal skills (Required)
• Ability to work independently and collaboratively within a team (Required)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (Required)
• High level of accuracy and attention to detail (Required)
• Advanced knowledge of sales tasks, tools, and procedures (Required)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This…