Commercial Support Specialist – Sales

Serve as the primary partner for relationship management teams in managing their portfolio
Support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking client teams
Support team or market goals involving client delight and retention, risk mitigation, new client acquisition, and client relationship deepening
Coordinate sales process activities, including contact strategies, client meeting planning, presentation materials, action-plan tracking, and collaboration with solutions partners
Use analytics and sales tools to research industries, clients, and prospects
Conduct proactive analytics to enhance existing relationships and identify opportunities to deepen client relationships
Lead market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption
Identify thought-leadership content supporting client and prospect relationship-building efforts
Own and maintain accurate information in the client relationship management system
Manage risk activities and handle escalations related to fraud, exception wires, uncollected funds, and overdraft remediation
Meet sales and service needs of existing and potential customers in line with bank goals for growth, profitability, and customer satisfaction

• Experience in banking, financial services or sales support roles
• Understanding of bank products, services operations, systems and policies and procedures for business and commercial clients
• Ability to analyze data, identify trends and make recommendations based on data insights
• Critical-thinking ability to determine solutions and experiences to improve clients’ financial lives
• Ability to build strong client relationships through effective communication and collaboration
• Ability to execute multiple tasks simultaneously
• Proactive mindset and effective time management
• Results-driven mindset and prioritization of client interests
• Strong computer application skills, including Microsoft Office with expertise in Excel
• High School Diploma / GED / Secondary School or equivalent
• Bachelor’s degree (desired)
• Experience in banking center relationship management, commercial or business banking (desired)
• Knowledge of global commercial banking products, including loans, treasury management and deposits (desired)
• Understanding of banking regulations and compliance policies (desired)
• Experience using Customer Relationship Management systems, Tableau and/or banking software tools (desired)

Demonstrates expertise in client relationship management, sales analytics, and risk mitigation within the banking sector. Proficient in utilizing data insights to enhance client relationships and drive revenue growth.

• Client Relationship Management
• Sales Analytics
• Risk Mitigation
• Data Analysis
• Microsoft Excel

• Data Analysis
• Sales Process Coordination
• Client Meeting Planning
• Risk Management
• Portfolio Management
• Trend Identification
• Client Retention Strategies
• Proactive Analytics
• Commercial Banking Knowledge
• Banking Regulations Understanding

• Effective Communication
• Collaboration
• Critical Thinking
• Time Management
• Results-Driven Mindset

• High School Diploma
• GED
• Bachelor's Degree (Desired)

• Global Commercial Banking
• Bank Products
• Treasury Management
• Loans
• Deposits
• Sales Support
• Financial Services
• Client Delight
• Fraud Management
• Overdraft Remediation

• Customer Relationship Management Systems
• Tableau
• Microsoft Office