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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing sales and loan support within the financial services sector, with a strong focus on client service, regulatory compliance, and effective communication. Proficient in managing client portfolios and utilizing CRM tools to enhance operational efficiency.
Highest-signal resume keywords
Client ServiceRegulatory ComplianceCRM Data MaintenanceFinancial Services Industry KnowledgeLoan Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan ProcessingAccount OpeningFinancial InsightsMath AptitudeReporting Applications
Soft Skills
Written CommunicationVerbal CommunicationOrganizational Skills
Tools & Technologies
Microsoft OfficeExcel
Industry Keywords
Commercial BankingReg BBSA/AMLPortfolio ManagementTreasury Services
About the role
Key responsibilities & impact- Provide sales, service, and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing Commercial client portfolios
- Support Commercial Community Bank segments serving clients from $2–500MM in annual sales
- Assist Relationship Managers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client and prospect follow-up, and CRM data maintenance
- Schedule appointments, create prospect lists, provide calendar assistance, and support portfolio growth through referral opportunities
- Partner with Relationship Managers and Integrated Relationship Management partners to identify and follow up on client needs
- Pull reports and data, participate in meetings, complete follow-up, and communicate within the banker team
- Provide superior client service and resolve Commercial client needs, problems, and requests
- Support servicing of Commercial loans, deposits, and Treasury fee services, including forms, account opening, reports, payments, fraud resolution, research, wire processing, and account maintenance
- Assist with portfolio management and monitor and escalate reporting issues
- Provide loan support, deliver information to internal loan areas, communicate with clients, and assist with loan-process stages
- Assist with regulatory compliance, including Reg B and BSA/AML
- Collect client information, conduct research, clear loan documentation exceptions, and support problem loan management and collection activities
Requirements
What you’ll need- High School diploma, or equivalent education and related training
- Three years of related experience, preferably within financial services
- English language fluency
- Good written and verbal communication skills
- Good organizational skills
- Ability to complete all core courses outlined in the CCS training curriculum
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Associate’s degree in related field (preferred)
- Working product knowledge of bank services and the Financial Services Industry (preferred)
- Math aptitude with ability to grasp general accounting and financial concepts (preferred)
- Working knowledge of Excel and/or reporting applications (preferred)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)