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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in providing sales and service support within the financial services industry, with a focus on client relationship management, loan processes, and regulatory compliance. Capable of utilizing Microsoft Office and reporting applications to enhance operational efficiency and client service.
Highest-signal resume keywords
Client Relationship ManagementLoan SupportRegulatory ComplianceMicrosoft Office ProficiencyFinancial Services Knowledge
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 MaintenanceData ReportingFinancial InsightsMath AptitudeCRM Data MaintenanceDocumentation ManagementFraud ResolutionTreasury ServicesProblem-Loan Management
Soft Skills
Written CommunicationVerbal CommunicationOrganizational Skills
Tools & Technologies
Microsoft OfficeExcelReporting Applications
Industry Keywords
Commercial BankingFinancial ServicesReg BBSA/AMLPortfolio Management
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
- 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
- Maintain knowledge of products and services and identify potential client needs with Relationship Managers and IRM partners
- Pull reports and data, participate in meetings, complete follow-up, and communicate within the banker team
- Provide superior service to Commercial Community Bank clients and ensure timely, accurate resolution of needs and requests
- Support servicing of Commercial loans, deposits, and Treasury fee services, including documentation, account opening, payments, fraud resolution, research, wire processing, and account maintenance
- Assist with portfolio management, monitor reporting, and escalate issues as needed
- Provide loan support, communicate with clients, assist with loan processes, and deliver information to internal loan areas
- 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
- 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 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)
- English language fluency required
- Must be able to work 1st shift
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, 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