Commercial Client Relationships Specialist

Fulton Bank-posted 11 days ago
$20 - $31/Yr
Part-time • Entry Level
Hybrid • Mt Laurel, NJ
1,001-5,000 employees
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

This role is a part-time, 20-hour per week, hybrid that can sit anywhere within our 5 state footprint post training. Core working hours must be between 8 am -5 pm. This role will support our Strategic Assets Management (SAM) team by performing a wide variety of tasks to ensure a seamless client experience with the objective of building a full client relationship. Requires strong organizational skills, attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment. This role also requires a high level of discretion and confidentiality.

  • Assist with the development of reports for client meetings.
  • Coordinate internal meetings, appointments, and travel arrangements for the Strategic Assets Management (SAM) team, ensuring all logistical details are managed effectively.
  • Assist with customer on-boarding and commercial deposit account opening.
  • Answer and route phone calls.
  • Provide exceptional client service, responding to account inquiries, processing overdrafts, and handling fee refunds as needed.
  • Facilitate transfer requests, wire transactions, and other payment-related processes, ensuring accuracy and compliance with financial regulations.
  • Develop and maintain office-specific procedures and policies to ensure efficient operations and compliance with organizational standards.
  • Assist with printing, scanning, and document processing as needed for internal and client-related projects, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries.
  • Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing.
  • Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate.
  • Track progress of projects, portfolios, and tasks via data managemet tools.
  • High School Diploma or equivalent. Specialty: general studies.
  • 3 or more years administration in financial institution or sales environment.
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively within a team
  • Proficiency in Microsoft Office Suite - Word, Excel, PowerPoint, Outlook
  • Ability to process information with high level of accuracy and attention to detail
  • Knowledge of sales tasks, tools and procedures
  • Associate Degree or the equivalent experience. Specialty: business.
  • 5 or more years commercial bank sales support.
  • medical plans with prescription drug coverage
  • flexible spending account or health savings account depending on the medical plan chosen
  • dental and vision insurance
  • life insurance
  • 401(k) program with employer match and Employee Stock Purchase Plan
  • paid time off programs including holiday pay and paid volunteer time
  • disability insurance coverage and maternity and parental leave
  • adoption assistance
  • educational assistance and a robust wellness program with financial incentives
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Client Relationship Manager Resume Examples
•
Client Relationship Manager Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service