Commercial Support Specialist (CSS) - Sales - Indianapolis, IN

Bank of America•Indianapolis, IN

4d•Onsite

About The Position

This job is responsible for serving as the primary partner for relationship management teams in the management of their portfolio. Key responsibilities include working with internal partners to support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams and supporting the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening. Job expectations may include leading core sales routines and analytics.

Requirements

Experience in banking, financial services or sales support roles
Understanding of bank products, services operations, systems and policies and procedures for business and commercial clients
Ability to analyze data, identify trends and make recommendations based on data insights
Applies critical thinking to determine solutions and experiences to improve clients’ financial lives
Builds strong client relationships through effective communication and collaboration
Executes multiple tasks simultaneously
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Strong computer application skills, including Microsoft Office with expertise in Excel
High School Diploma/GED/Secondary School or equivalent

Nice To Haves

Bachelor’s degree
Experience in banking center relationship management, commercial or business banking
Knowledge of global commercial banking products, client management processes and services such as loans, treasury management and deposits
Understanding of banking regulations and compliance policies
Experience using Customer Relationship Management systems, Tableau and/or banking software tools

Responsibilities

Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners
Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships
Leads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption, proactively identifying thought leadership content to support client and prospect relationship building efforts
Owns, ensures, and manages accuracy of information within the client relationship management system
Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts
Meets all sales and service needs of existing and potential customers in accordance with bank goals to attain growth, profitability, and customer satisfaction