Commercial Support Specialist – Sales

• 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, proactively identifying thought leadership content to support client and prospect relationship building efforts
• 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 sales process coordination, client relationship management, and data analysis to enhance client engagement and drive revenue growth. Proficient in leveraging sales tools and analytics to identify opportunities and improve client financial outcomes.

• Client Relationship Management
• Data Analysis
• Sales Process Coordination
• Microsoft Excel Expertise
• Banking Industry Knowledge

• Data Analysis
• Sales Process Coordination
• Client Relationship Management
• Risk Management
• Fraud Prevention

• Effective Communication
• Collaboration
• Critical Thinking
• Time Management
• Proactive Mindset

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

• Sales Tools
• Client Relationship Management System
• Microsoft Office