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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, problem resolution, and portfolio management. Proficient in utilizing CRM systems and Microsoft Office applications to enhance operational efficiency and client interactions.
Highest-signal resume keywords
Client ServicePortfolio ManagementSales SupportRegulatory ComplianceData Analysis
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 ProcessingFraud ResolutionData MaintenanceFinancial InsightsMath AptitudeBasic Computer ApplicationsExcelReporting Applications
Soft Skills
Good Communication SkillsOrganizational SkillsProblem SolvingIndependently Resolving Issues
Tools & Technologies
CRM SystemsMicrosoft Office
Industry Keywords
Financial ServicesCommercial LoansDeposit AccountsTreasury OnboardingCCS Role
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 contact, CRM data maintenance, scheduling, prospect lists, and calendar assistance
- Support the sales process and portfolio growth by identifying referral opportunities and partnering with Relationship Managers and Integrated Relationship Management partners
- Pull reports and data, participate in meetings, complete follow-up, and communicate within the banker team
- Provide superior client service and ensure timely and accurate resolution of client needs, problems, and requests
- Assist with servicing Commercial loans, deposits, and 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, monitoring reporting, and escalating issues
- Provide loan support, deliver information to internal loan areas, communicate with clients, assist with loan processes, support regulatory compliance, collect client information, conduct research, and clear documentation exceptions
- Assist with problem loan management and collection activities by reviewing past-due reports, monitoring payment postings, contacting past-due clients, and escalating potential 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 communication skills, both written and verbal, in relating to internal and external clients and contacts
- 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
- 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
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
- No less than 10 days of vacation during the first year of employment, 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)