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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in client service and support within the financial services sector, with strong skills in communication, organization, and problem resolution. Capable of managing commercial loan processes, account maintenance, and portfolio management effectively.
Highest-signal resume keywords
Client ServiceCommercial Loan SupportPortfolio ManagementCommunication SkillsOrganizational Skills
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 MaintenanceFinancial InsightsMath AptitudeReporting Applications
Soft Skills
Good Communication SkillsProblem ResolutionOrganizational Skills
Tools & Technologies
Microsoft OfficeExcelCRM Software
Certifications & Qualifications
CCS Training Curriculum Completion
Industry Keywords
Financial ServicesCommercial BankingTreasury ServicesClient OnboardingReferral Opportunities
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 accuracy, scheduling, prospect lists, and calendar assistance
- Support 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 client service and resolve Commercial Community Bank client needs, problems, 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, collect information, follow up, research, and clear documentation exceptions
- Support problem loan management and collection activities by reviewing past-due reports, monitoring payment postings and post-closing due diligence, contacting past-due clients, and escalating 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 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
- 401k plan
- At least 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
- Reasonable accommodations for individuals with disabilities