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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 strong focus on client relationship management, loan processing, and regulatory compliance. Proficient in utilizing CRM systems and Microsoft Office applications to enhance operational efficiency and client satisfaction.
Highest-signal resume keywords
Client Relationship ManagementLoan Processing SupportRegulatory ComplianceCRM Data AccuracyFinancial 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 SupportAccount OpeningPortfolio ManagementData AnalysisProblem ResolutionFinancial InsightsReportingFraud ResolutionMath AptitudeGeneral Accounting Concepts
Soft Skills
Written CommunicationVerbal CommunicationOrganizational SkillsIndependent Problem Solving
Tools & Technologies
Microsoft OfficeExcelReporting Applications
Industry Keywords
Commercial BankingFinancial ServicesClient ServiceTreasury ServicesCommercial Loans
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
- Support clients from $2–500MM in annual sales across Commercial Community Bank segments
- Assist Relationship Managers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client and prospect follow-up, CRM data accuracy, appointment 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 client needs and referral opportunities
- Pull reports and data, participate in meetings, complete follow-up, 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, 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 loan support, deliver information to internal loan areas, communicate with clients, assist with loan processes, support regulatory compliance, collect client information, research, and clear documentation exceptions
- Support problem loan management and collection activities by reviewing past-due reports, monitoring payment postings, conducting post-closing due diligence, contacting past-due clients, and escalating 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
- Preferred: 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
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)