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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 communications, CRM accuracy, scheduling, prospect lists, and calendar assistance
- Support the sales process and portfolio growth by identifying referral opportunities and maintaining expert-level knowledge of products and services
- Partner with Relationship Managers and Integrated Relationship Management partners on potential client needs and referral opportunities
- Support banker teams by pulling reports or data, participating in meetings, completing follow-up, and communicating within the team
- Provide superior client service and ensure timely and accurate resolution of client needs and requests
- Assist with servicing Commercial loans, deposits, and Treasury fee services, including forms, documentation, account opening, reports, 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 as needed
- Provide general loan support, communicate with clients, collect information, follow up, conduct research, and clear loan documentation exceptions
- Assist with problem loan management and collection activities by reviewing past-due reports, monitoring payments, 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 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
- 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 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