Senior Specialist - Capital Markets Sales & Support
About The Position
The Capital Markets Sales & Support Senior Specialist provides comprehensive operational and client support for specialty groups or products within the Group. This role manages more complex client service needs, contributes to product and process enhancements, and serves as a trusted partner to internal stakeholders. The Specialist is expected to act independently in most functions, proactively identifying issues, driving solutions, and mentoring more junior teammates. This role supports Division initiatives and plays a critical role in ensuring the effective delivery of capital markets services while strengthening client satisfaction. Work is varied, with shifting priorities and limited supervision, requiring initiative, judgment, and accountability.
Requirements
- High school diploma or equivalent
- 7+ years’ experience in consumer, commercial, or middle market/corporate banking
- 3+ years’ experience in specialty lending, capital markets, or related space
- Advanced proficiency in Microsoft Office tools, with emphasis on Microsoft Excel.
- Strong understanding of accounting, economics, and finance principles.
- Excellent organizational, interpersonal, and communication skills, with proven client engagement success.
- Ability to prioritize multiple, complex tasks under limited supervision and changing deadlines.
- Excellent analytical and problem-solving skills, with strong attention to detail and accuracy.
Nice To Haves
- Bachelor’s degree in business administration, or related degree, preferred
Responsibilities
- Lead by example, supporting and enhancing a strong, collaborative Group culture.
- Manage client requests and inquiries with professionalism, ensuring timely and effective resolution.
- Research, troubleshoot, and resolve customer issues, while communicating best practices to ensure consistency and efficiency.
- Proactively identify and escalate potential compliance or risk concerns.
- Develop and maintain reporting processes for the Group.
- Participate in Division-wide projects and initiatives, contributing to the creation of common standards and practices.
- Update and maintain product white papers, FAQs, and client-facing materials.
- Oversee the communication, development, and documentation of policies and procedures.
- Partner with Finance and Operations to support specific products, initiatives, or process improvements.
- Mentor and coach junior associates to support their professional growth and development.
- Contribute to merger and acquisition activities, including due diligence and integration for relevant products or specialties.
Benefits
- Applicable incentive compensation plan
- Discretionary profit sharing bonus program
- Comprehensive benefits package
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
