Commercial Client Relationships Specialist

Commercial Client Relationships Specialist

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 hybrid role works 3 days in the office, 2 days possible work from home post-training. The role supports the Commercial Real Estate team and is based out of our Bridgewater Building, NJ location
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Core working hours: 8 am –5 pm, or 8:30 am –5 pm or 8 am –4:30 pm.

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

• Assist with the development of proposals, pitchbooks, and other marketing materials for client presentations and business development efforts.
• Coordinate internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively.
• Assist with customer onboarding and commercial deposit account opening.
• Answer and route phone calls, provide exceptional client service, respond to account inquiries, process overdrafts, handle fee refunds, facilitate transfer requests, wire transactions and other payment-related processes, ensuring accuracy and compliance with financial regulations.
• Support sponsor ships and contributions for community events, ensuring compliance with financial institution policies.
• Develop 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, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries.
• Plan and coordinate 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.
• Ensure that all financial deliverables are collected timely and that reporting around financial deliverables is accurate.

• High School Diploma or equivalent (Required)
• Associate Degree or the equivalent experience (Preferred)
• 3 or more years administration in financial institution or sales environment (Required)
• 5 or more years commercial bank sales support (Preferred)
• Excellent 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)
• Ability to process information with a high level of accuracy and attention to detail (Required)
• Knowledge of sales tasks, tools and procedures (Required)

Fulton Bank offers a comprehensive benefits package including medical plans with prescription drug coverage, flexible spending account or health savings account, dental and vision insurance, life insurance, 401(k) program with employer match and Employee Stock Purchase Plan, paid time off programs, disability insurance coverage, maternity and parental leave and educational assistance. Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons.

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.