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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, portfolio management, and regulatory compliance. Proficient in utilizing CRM systems and Microsoft Office to enhance operational efficiency and communication.
Highest-signal resume keywords
Client ServicePortfolio ManagementRegulatory ComplianceCRM Data MaintenanceFinancial Services Experience
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 SupportAccount OpeningData AnalysisReport GenerationFraud Resolution
Soft Skills
Written CommunicationVerbal CommunicationOrganizational SkillsProblem SolvingIndependence
Tools & Technologies
Microsoft OfficeCRM Systems
Certifications & Qualifications
CCS Training Curriculum Completion
Industry Keywords
Commercial LoansTreasury ServicesFinancial InsightsClient OnboardingSales Process Support
About the role
Key responsibilities & impact- Provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios
- Assist Relationship Managers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client and prospect follow-up, CRM data maintenance, appointment scheduling, prospect lists, and calendar assistance
- Support the sales process and portfolio growth by identifying and acting on referral opportunities
- Maintain expert-level working knowledge of products and services and partner with Relationship Managers and IRM partners on client needs
- Pull reports and data, participate in meetings, complete follow-up, and communicate within the banker team
- Provide client service and ensure timely and accurate resolution of client needs and requests
- Assist with servicing 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, ensuring accurate client assignment and account data; monitor reporting and escalate as needed
- Provide loan support, deliver information to internal loan areas, communicate with clients, assist through loan-process stages, support regulatory compliance, collect information, conduct research, and clear documentation exceptions
- Support problem loan management and collection activities by reviewing past-due reports, monitoring payment postings, conducting post-closing due diligence, contacting past-due clients, and escalating collection issues
Requirements
What you’ll need- High School diploma, or equivalent education and related training
- Five years of related experience, preferably within financial services
- Two years of experience in a CCS role, or similar
- Demonstrated ability to identify, analyze and resolve issues independently
- Advanced knowledge of related systems and processes
- 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
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 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