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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and supervisory skills while managing a team of Commercial Client Specialists. Proficient in overseeing sales support processes, client service, and regulatory compliance within the Financial Services Industry.
Highest-signal resume keywords
Leadership ExperienceClient Service ManagementSales Support OversightRegulatory Compliance KnowledgeFinancial 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
Commercial Loan ProcessingPipeline ManagementFinancial Insights AnalysisMath AptitudeProblem ResolutionReporting ProficiencyLoan DocumentationAccount Opening ProceduresClient Information CollectionPerformance Evaluation
Soft Skills
Written CommunicationVerbal CommunicationOrganizational SkillsTeam CollaborationLeadership Aptitude
Tools & Technologies
Microsoft OfficeExcelCRM SystemsReporting Applications
Industry Keywords
Commercial OperationsFinancial ServicesClient OnboardingTreasury OnboardingLoan SupportDeposit ServicesFraud ResolutionPortfolio Management
About the role
Key responsibilities & impact- Manage, lead, and train a minimum of ten Commercial Client Specialists as direct reports
- Provide support to the CSSL and Regional Sales Leadership
- Serve primarily as a management role while providing player/coach regional coverage as needed
- Oversee sales support, including pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client follow-up, and CRM data accuracy
- Support sales processes and portfolio growth by identifying referral opportunities and partnering with Relationship Managers and IRM partners
- Support banker teams by pulling reports, participating in meetings, completing follow-up, and communicating clearly
- Oversee superior client service and timely resolution of client needs
- Oversee servicing of commercial loans, deposits, and fee services, including forms, account opening, payments, fraud resolution, research, wire processing, and maintenance
- Assist with portfolio management, reporting, and escalation
- Oversee general loan support, loan-process communication, regulatory compliance support, client-information collection, research, and loan-documentation exception resolution
- Support problem-loan management and collection activities
- Lead regional projects and special tasks
- Complete hiring, training, goal-setting, performance evaluations, salary-adjustment recommendations, performance reviews, and disciplinary actions for direct reports
Requirements
What you’ll need- High School diploma, or equivalent education and related training
- Three years of experience in CCS role or equivalent job experience
- Very good written and verbal communication skills
- Very good organizational skills
- Ability to complete all core courses outlined in the CCS training curriculum
- Working product knowledge of bank services and Financial Services Industry
- Math aptitude and ability to grasp general accounting and financial concepts
- Ability to identify, analyze and resolve technical problems independently related to automated loan and deposit systems, collateral, and documentation
- Aptitude for supervisory responsibility and leadership
- Proficiency in basic computer applications, such as Microsoft Office software products
- Working knowledge of Excel and/or reporting applications
- English language fluency required
- Preferred: Bachelor's degree or equivalent education and related training
- Preferred: Two years of experience in a leadership role
- Preferred: Prior experience in a Commercial loan or similar environment
- Preferred: Strong working knowledge of Commercial operations or equivalent experience
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation during the first year (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)
- Additional incentive pay