Commercial Support Specialist (CSS) - Sales
Bank of America•San Francisco, CA
•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
Benefits
- Access to paid time off
- Resources and support to our employees
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
