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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 service support within the financial services sector, with a focus on client relationship management, loan processing, and compliance requirements. Proficient in utilizing Microsoft Office and reporting applications to enhance operational efficiency and client communication.
Highest-signal resume keywords
Client Relationship ManagementLoan Processing SupportCompliance Requirements (Reg B, BSA/AML)Microsoft Office ProficiencyFinancial Services Industry 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 DocumentationAccount OpeningPayment ProcessingData ReportingFinancial Insights OrderingTreasury OnboardingMath AptitudeBasic Computer ApplicationsCRM Data MaintenanceProblem Loan Management
Soft Skills
Written CommunicationVerbal CommunicationOrganizational Skills
Tools & Technologies
Microsoft OfficeExcelReporting Applications
Industry Keywords
Commercial BankingClient PortfoliosPortfolio ManagementFinancial ServicesCommercial LoansDeposit AccountsTreasury Fee ServicesClient ServiceReferral OpportunitiesCollection Activities
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 with $2–500MM in annual sales
- Assist Relationship Managers with pipeline accuracy, call preparation, Financial Insights ordering, deposit account opening and onboarding, Treasury onboarding, client and prospect communications, 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 activities, and communicate within the banker team
- Provide superior client service and ensure timely, accurate resolution of client needs and requests
- Assist with servicing Commercial loans, deposits, and Treasury fee services, including forms and documentation, account opening, report work, payment processing, 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, deliver information to internal loan areas, communicate with clients, and assist throughout the loan process
- Assist with compliance requirements including Reg B and BSA/AML
- Collect client information, conduct research, clear loan documentation exceptions, and support problem loan management and collection activities
- Review past-due reports, monitor payment postings and post-closing due diligence, contact past-due clients, and escalate potential collection issues
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
- Preferred: 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
- English language fluency required
- Must work 1st shift in the United States of America
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 of employment, prorated as applicable
- 10 sick days, prorated as applicable
- 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