Commercial Support Specialist – Sales

• Serving as the primary partner for relationship management teams in the management of their portfolio
• Working with internal partners to support sales processes, portfolio management, and risk mitigation
• Supporting the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening
• Leading core sales routines and analytics
• Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners
• Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
• Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships
• Leads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption
• Owns, ensures, and manages accuracy of information within the client relationship management system
• Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts
• Meets all sales and service needs of existing and potential customers in accordance with bank goals to attain 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
• Applies critical thinking to determine solutions and experiences to improve clients’ financial lives
• Builds strong client relationships through effective communication and collaboration
• Executes multiple tasks simultaneously
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Strong computer application skills, including Microsoft Office with expertise in Excel

Demonstrates expertise in relationship management, sales analytics, and client retention strategies within the banking and financial services sector. Proficient in leveraging data insights to enhance client relationships and drive revenue growth.

• Relationship Management
• Sales Analytics
• Client Retention Strategies
• Data Analysis
• Microsoft Excel Expertise

• Data Analysis
• Sales Process Coordination
• Client Relationship Management
• Risk Mitigation
• Sales Tools Utilization
• Presentation Development
• Trend Identification
• Critical Thinking
• Proactive Mindset
• Time Management

• Effective Communication
• Collaboration
• Results-Driven Mindset

• Banking
• Financial Services
• Sales Support
• Commercial Clients
• Client Acquisition

• Client Relationship Management System
• Microsoft Office