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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 industry, ensuring superior client service and compliance with regulations. Proficient in managing client portfolios, maintaining accurate data, and utilizing reporting tools to enhance portfolio growth.
Highest-signal resume keywords
Client ServicePortfolio ManagementCompliance KnowledgeFinancial Services Industry KnowledgeMicrosoft Office Proficiency
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 OpeningReport ProcessingData AnalysisMath AptitudeFinancial ConceptsDocumentation ManagementFraud ResolutionPayment ProcessingProblem Loan Management
Soft Skills
Written CommunicationVerbal CommunicationOrganizational Skills
Tools & Technologies
Microsoft OfficeExcelCRM SoftwareReporting Applications
Certifications & Qualifications
CCS Training Curriculum Completion
Industry Keywords
Commercial LoansTreasury ServicesReg BBSA/AMLFinancial InsightsClient OnboardingSales ProcessReferral OpportunitiesAccount MaintenanceClient Follow-Up
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, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, client and prospect follow-up, CRM maintenance, appointment scheduling, prospect lists, and calendar assistance
- Support the sales process and portfolio growth by identifying referral opportunities and maintaining knowledge of products and services
- Partner with Relationship Managers and Integrated Relationship Management partners to identify and follow up on client needs
- Pull reports or data, participate in meetings, complete follow-up, and communicate within the banker team
- Provide superior client service and resolve client needs, problems, and requests
- Assist with servicing Commercial loans, deposits, and Treasury fee services, including documentation, account opening, report processing, payments, fraud resolution, research, wire processing, and account maintenance
- Assist with portfolio management by ensuring accurate client assignment and account data
- Monitor reporting and escalate issues as needed
- Provide general loan support and deliver timely information to internal loan areas
- Communicate with clients and assist with appropriate stages of the loan process
- Assist with compliance requirements such as Reg B and BSA/AML
- Collect client information, conduct research, and clear loan documentation exceptions
- Assist with problem loan management and collection activities, including reviewing past-due reports, monitoring payment postings, post-closing due diligence, and contacting past-due clients
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 a 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
- 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, 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)